Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $130,591 | $57,969+125.3% | $76,383+71.0% | $80,959+61.3% |
| Participation rate | 69.7% | 73.7%-4.0pp | 79.3%-9.6pp | 67.7%+2.0pp |
| Annual return | 8.15% | 15.90%-7.8pp | 13.79%-5.6pp | 35.67%-27.5pp |
| Employer contribution / active EE | $3,185 | $3,570-10.8% | $4,587-30.6% | $2,757+15.5% |
| Participant deferral / active EE | $2,453 | $3,814-35.7% | $5,474-55.2% | $4,300-43.0% |
| Admin fee / account holder | $32,567 | $5,670+474.4% | $5,147+532.8% | $6,925+370.3% |