Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $127,269 | $64,359+97.8% | $90,161+41.2% | $70,126+81.5% |
| Participation rate | 59.3% | 70.4%-11.2pp | 76.9%-17.6pp | 69.5%-10.3pp |
| Annual return | 9.57% | 28.13%-18.6pp | 34.89%-25.3pp | 73.15%-63.6pp |
| Employer contribution / active EE | $994 | $2,046-51.4% | $3,318-70.0% | $2,343-57.6% |
| Participant deferral / active EE | $2,325 | $4,389-47.0% | $5,287-56.0% | $3,332-30.2% |
| Admin fee / account holder | $10,999 | $3,945+178.8% | $5,943+85.1% | $4,645+136.8% |