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 | $171,564 | $89,259+92.2% | $107,187+60.1% | $82,637+107.6% |
| Participation rate | 64.3% | 67.9%-3.6pp | 75.0%-10.7pp | 68.1%-3.8pp |
| Annual return | 12.61% | 21.02%-8.4pp | 204.55%-191.9pp | 53.51%-40.9pp |
| Employer contribution / active EE | $2,532 | $3,080-17.8% | $3,782-33.1% | $2,552-0.8% |
| Participant deferral / active EE | $5,620 | $4,037+39.2% | $5,096+10.3% | $4,126+36.2% |
| Admin fee / account holder | $41,803 | $7,381+466.3% | $9,162+356.2% | $7,339+469.6% |