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 | $140,115 | $88,672+58.0% | $105,223+33.2% | $82,448+69.9% |
| Participation rate | 55.6% | 67.9%-12.4pp | 75.0%-19.5pp | 68.1%-12.5pp |
| Annual return | 10.98% | 30.86%-19.9pp | 180.65%-169.7pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,001 | $3,048-67.2% | $3,689-72.9% | $2,551-60.8% |
| Participant deferral / active EE | $3,329 | $4,036-17.5% | $5,072-34.4% | $4,139-19.6% |
| Admin fee / account holder | $21,928 | $7,146+206.9% | $8,859+147.5% | $7,234+203.1% |