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 | $128,203 | $105,284+21.8% | $150,734-14.9% | $94,015+36.4% |
| Participation rate | 33.3% | 71.7%-38.4pp | 78.4%-45.1pp | 70.8%-37.5pp |
| Annual return | 8.98% | 15.67%-6.7pp | 600.81%-591.8pp | 17.84%-8.9pp |
| Employer contribution / active EE | $1,090 | $3,599-69.7% | $4,918-77.8% | $2,790-60.9% |
| Participant deferral / active EE | $3,085 | $4,274-27.8% | $5,610-45.0% | $4,249-27.4% |
| Admin fee / account holder | $4,627 | $9,839-53.0% | $14,905-69.0% | $8,951-48.3% |