Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,171 | $88,360+54.1% | $145,433-6.4% | $67,986+100.3% |
| Participation rate | 65.0% | 65.5%-0.5pp | 82.1%-17.2pp | 57.2%+7.7pp |
| Annual return | 13.94% | 63.15%-49.2pp | 66.58%-52.6pp | 31.67%-17.7pp |
| Employer contribution / active EE | $4,332 | $3,054+41.8% | $4,554-4.9% | $2,019+114.6% |
| Participant deferral / active EE | $5,230 | $5,932-11.8% | $7,897-33.8% | $3,358+55.7% |
| Admin fee / account holder | $27,979 | $3,313+744.5% | $13,129+113.1% | $3,203+773.5% |