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 | $142,592 | $110,410+29.1% | $102,437+39.2% | $145,897-2.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 5.73% | 24.85%-19.1pp | 24.95%-19.2pp | 552.29%-546.6pp |
| Employer contribution / active EE | $2,305 | $4,217-45.3% | $3,871-40.4% | $4,663-50.6% |
| Participant deferral / active EE | $3,384 | $5,622-39.8% | $5,060-33.1% | $6,689-49.4% |
| Admin fee / account holder | $25,619 | $9,745+162.9% | $8,388+205.4% | $13,390+91.3% |