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 | $133,734 | $88,672+50.8% | $105,223+27.1% | $82,448+62.2% |
| Participation rate | 46.0% | 67.9%-21.9pp | 75.0%-29.0pp | 68.1%-22.0pp |
| Annual return | 12.69% | 30.86%-18.2pp | 180.65%-168.0pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,539 | $3,048-16.7% | $3,689-31.2% | $2,551-0.5% |
| Participant deferral / active EE | $3,978 | $4,036-1.4% | $5,072-21.6% | $4,139-3.9% |
| Admin fee / account holder | $42,876 | $7,146+500.0% | $8,859+384.0% | $7,234+492.7% |