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 | $134,813 | $93,373+44.4% | $152,473-11.6% | $85,847+57.0% |
| Participation rate | 34.0% | 70.1%-36.0pp | 78.2%-44.1pp | 69.3%-35.3pp |
| Annual return | 4.38% | 21.84%-17.5pp | 757.59%-753.2pp | 318.61%-314.2pp |
| Employer contribution / active EE | $963 | $2,996-67.9% | $4,326-77.7% | $2,565-62.5% |
| Participant deferral / active EE | $1,739 | $4,550-61.8% | $5,817-70.1% | $3,952-56.0% |
| Admin fee / account holder | $7,525 | $13,853-45.7% | $15,811-52.4% | $6,261+20.2% |