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 | $150,196 | $72,269+107.8% | $101,271+48.3% | $79,852+88.1% |
| Participation rate | 57.7% | 68.5%-10.8pp | 75.8%-18.1pp | 69.6%-11.9pp |
| Annual return | 5.79% | 22.29%-16.5pp | 46.48%-40.7pp | 31.72%-25.9pp |
| Employer contribution / active EE | $1,117 | $2,692-58.5% | $3,660-69.5% | $2,471-54.8% |
| Participant deferral / active EE | $4,054 | $3,282+23.6% | $4,371-7.2% | $3,740+8.4% |
| Admin fee / account holder | $43,572 | $4,401+890.0% | $5,948+632.6% | $5,306+721.1% |