Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $219,618 | $102,385+114.5% | $147,080+49.3% | $80,935+171.3% |
| Participation rate | 61.9% | 75.9%-14.0pp | 82.2%-20.3pp | 67.7%-5.8pp |
| Annual return | 11.80% | 135.09%-123.3pp | 420.17%-408.4pp | 35.66%-23.9pp |
| Employer contribution / active EE | $3,727 | $3,717+0.3% | $4,933-24.4% | $2,757+35.2% |
| Participant deferral / active EE | $7,918 | $6,651+19.0% | $8,066-1.8% | $4,299+84.2% |
| Admin fee / account holder | $20,745 | $7,951+160.9% | $12,989+59.7% | $6,924+199.6% |