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 | $123,578 | $88,672+39.4% | $105,223+17.4% | $82,448+49.9% |
| Participation rate | 28.6% | 67.9%-39.4pp | 75.0%-46.5pp | 68.1%-39.5pp |
| Annual return | 11.73% | 30.86%-19.1pp | 180.65%-168.9pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,041 | $3,048-65.9% | $3,689-71.8% | $2,551-59.2% |
| Participant deferral / active EE | $4,636 | $4,036+14.9% | $5,072-8.6% | $4,139+12.0% |
| Admin fee / account holder | $13,644 | $7,146+90.9% | $8,859+54.0% | $7,234+88.6% |