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 | $122,054 | $108,911+12.1% | $100,392+21.6% | $145,884-16.3% |
| Participation rate | 57.1% | 83.0%-25.8pp | 81.5%-24.4pp | 80.3%-23.2pp |
| Annual return | 10.01% | 58.23%-48.2pp | 49.45%-39.4pp | 551.85%-541.8pp |
| Employer contribution / active EE | $487 | $4,420-89.0% | $3,941-87.6% | $4,662-89.5% |
| Participant deferral / active EE | $3,277 | $8,459-61.3% | $8,090-59.5% | $6,690-51.0% |
| Admin fee / account holder | $1,994 | $9,698-79.4% | $7,904-74.8% | $13,392-85.1% |