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 | $137,141 | $102,422+33.9% | $147,117-6.8% | $80,959+69.4% |
| Participation rate | 56.9% | 75.9%-19.0pp | 82.2%-25.3pp | 67.7%-10.7pp |
| Annual return | 9.75% | 135.16%-125.4pp | 420.54%-410.8pp | 35.67%-25.9pp |
| Employer contribution / active EE | $2,514 | $3,717-32.4% | $4,932-49.0% | $2,757-8.8% |
| Participant deferral / active EE | $6,605 | $6,652-0.7% | $8,065-18.1% | $4,300+53.6% |
| Admin fee / account holder | $26,256 | $7,953+230.1% | $12,993+102.1% | $6,925+279.1% |