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 | $162,802 | $92,798+75.4% | $96,707+68.3% | $137,256+18.6% |
| Participation rate | 45.5% | 81.6%-36.2pp | 80.4%-34.9pp | 80.0%-34.5pp |
| Annual return | 12.00% | 31.24%-19.2pp | 34.78%-22.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,810 | $4,147-56.4% | $4,191-56.8% | $4,156-56.5% |
| Participant deferral / active EE | $3,766 | $5,877-35.9% | $5,997-37.2% | $6,407-41.2% |
| Admin fee / account holder | $35,613 | $7,946+348.2% | $7,503+374.7% | $12,270+190.2% |