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 | $122,659 | $93,345+31.4% | $119,126+3.0% | $87,485+40.2% |
| Participation rate | 49.2% | 68.7%-19.5pp | 75.8%-26.5pp | 68.9%-19.7pp |
| Annual return | 12.07% | 19.08%-7.0pp | 282.11%-270.0pp | 26.06%-14.0pp |
| Employer contribution / active EE | $1,556 | $3,172-51.0% | $4,034-61.4% | $2,596-40.1% |
| Participant deferral / active EE | $2,953 | $4,099-27.9% | $5,318-44.5% | $4,274-30.9% |
| Admin fee / account holder | $75,290 | $8,039+836.6% | $10,693+604.1% | $7,775+868.4% |