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 | $193,796 | $115,814+67.3% | $101,275+91.4% | $158,982+21.9% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-33.0pp | 82.0%-39.1pp |
| Annual return | 6.87% | 56.16%-49.3pp | 46.48%-39.6pp | 302.99%-296.1pp |
| Employer contribution / active EE | $760 | $4,176-81.8% | $3,660-79.2% | $4,763-84.0% |
| Participant deferral / active EE | $1,720 | $4,958-65.3% | $4,371-60.6% | $5,983-71.3% |
| Admin fee / account holder | $28,628 | $7,249+294.9% | $5,948+381.3% | $11,252+154.4% |