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 | $126,166 | $102,385+23.2% | $147,080-14.2% | $80,935+55.9% |
| Participation rate | 61.3% | 75.9%-14.6pp | 82.2%-20.9pp | 67.7%-6.4pp |
| Annual return | 9.67% | 135.09%-125.4pp | 420.17%-410.5pp | 35.66%-26.0pp |
| Employer contribution / active EE | $1,641 | $3,717-55.8% | $4,933-66.7% | $2,757-40.5% |
| Participant deferral / active EE | $3,872 | $6,651-41.8% | $8,066-52.0% | $4,299-9.9% |
| Admin fee / account holder | $22,275 | $7,951+180.1% | $12,989+71.5% | $6,924+221.7% |