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 | $121,965 | $53,128+129.6% | $86,582+40.9% | $70,126+73.9% |
| Participation rate | 69.7% | 65.3%+4.4pp | 73.5%-3.9pp | 69.5%+0.2pp |
| Annual return | 11.82% | 27.66%-15.8pp | 965.08%-953.3pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,080 | $2,695+88.5% | $3,609+40.8% | $3,332+52.5% |
| Admin fee / account holder | $2,759 | $3,584-23.0% | $4,904-43.8% | $4,645-40.6% |