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 | $117,207 | $51,642+127.0% | $129,384-9.4% | $80,935+44.8% |
| Participation rate | 25.8% | 56.9%-31.1pp | 69.6%-43.8pp | 67.7%-41.9pp |
| Annual return | 9.54% | 20.78%-11.2pp | 9461.77%-9452.2pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,560 | $1,583-1.5% | $4,153-62.4% | $2,757-43.4% |
| Participant deferral / active EE | $2,488 | $2,670-6.8% | $4,166-40.3% | $4,299-42.1% |
| Admin fee / account holder | $11,135 | $4,312+158.3% | $7,686+44.9% | $6,924+60.8% |