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 | $124,078 | $83,369+48.8% | $105,223+17.9% | $67,986+82.5% |
| Participation rate | 68.0% | 56.3%+11.7pp | 75.0%-7.1pp | 57.2%+10.8pp |
| Annual return | 11.78% | 24.64%-12.9pp | 180.65%-168.9pp | 31.67%-19.9pp |
| Employer contribution / active EE | $646 | $2,541-74.6% | $3,689-82.5% | $2,019-68.0% |
| Participant deferral / active EE | $3,732 | $3,295+13.2% | $5,072-26.4% | $3,358+11.1% |
| Admin fee / account holder | $3,980 | $4,073-2.3% | $8,859-55.1% | $3,203+24.3% |