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 | $229,012 | $110,337+107.6% | $102,383+123.7% | $145,877+57.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 7.82% | 24.83%-17.0pp | 24.94%-17.1pp | 551.28%-543.5pp |
| Employer contribution / active EE | $2,942 | $4,216-30.2% | $3,870-24.0% | $4,663-36.9% |
| Participant deferral / active EE | $3,282 | $5,621-41.6% | $5,060-35.1% | $6,691-50.9% |
| Admin fee / account holder | $209,903 | $9,750+2052.9% | $8,391+2401.4% | $13,402+1466.2% |