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 | $132,882 | $110,337+20.4% | $102,383+29.8% | $145,877-8.9% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 7.38% | 24.83%-17.5pp | 24.94%-17.6pp | 551.28%-543.9pp |
| Employer contribution / active EE | $2,406 | $4,216-42.9% | $3,870-37.8% | $4,663-48.4% |
| Participant deferral / active EE | $3,403 | $5,621-39.5% | $5,060-32.7% | $6,691-49.1% |
| Admin fee / account holder | $54,505 | $9,750+459.0% | $8,391+549.5% | $13,402+306.7% |