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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,678 | $117,829+74.6% | $102,423+100.8% | $145,877+41.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 5.37% | 31.83%-26.5pp | 29.42%-24.1pp | 551.28%-545.9pp |
| Employer contribution / active EE | $1,431 | $3,615-60.4% | $3,023-52.7% | $4,663-69.3% |
| Participant deferral / active EE | $3,500 | $5,732-38.9% | $5,054-30.8% | $6,691-47.7% |
| Admin fee / account holder | $2,900 | $13,335-78.3% | $9,455-69.3% | $13,402-78.4% |