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 | $126,594 | $29,716+326.0% | $56,077+125.7% | $80,925+56.4% |
| Participation rate | 40.0% | 41.7%-1.7pp | 52.5%-12.5pp | 67.7%-27.7pp |
| Annual return | 10.30% | 35.30%-25.0pp | 1709.28%-1699.0pp | 35.65%-25.3pp |
| Employer contribution / active EE | $1,085 | $671+61.7% | $1,040+4.3% | $2,756-60.6% |
| Participant deferral / active EE | $2,886 | $1,228+135.0% | $1,954+47.7% | $4,299-32.9% |
| Admin fee / account holder | $2,768 | $2,432+13.8% | $2,825-2.0% | $6,940-60.1% |