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 | $138,214 | $58,258+137.2% | $81,820+68.9% | $80,925+70.8% |
| Participation rate | 56.0% | 63.5%-7.5pp | 72.4%-16.4pp | 67.7%-11.7pp |
| Annual return | 6.03% | 41.76%-35.7pp | 777.93%-771.9pp | 35.65%-29.6pp |
| Employer contribution / active EE | $2,106 | $2,345-10.2% | $2,915-27.8% | $2,756-23.6% |
| Participant deferral / active EE | $5,401 | $3,284+64.5% | $4,323+24.9% | $4,299+25.6% |
| Admin fee / account holder | $4,695 | $4,976-5.7% | $7,391-36.5% | $6,940-32.4% |