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 | $120,325 | $72,071+67.0% | $68,368+76.0% | $137,256-12.3% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 8.65% | 353.14%-344.5pp | 292.57%-283.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $2,055 | $2,788-26.3% | $2,649-22.4% | $4,156-50.5% |
| Participant deferral / active EE | $2,056 | $4,410-53.4% | $4,123-50.1% | $6,407-67.9% |
| Admin fee / account holder | $13,097 | $5,336+145.5% | $5,150+154.3% | $12,270+6.7% |