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 | $145,289 | $73,787+96.9% | $98,716+47.2% | $82,448+76.2% |
| Participation rate | 40.8% | 61.4%-20.6pp | 69.3%-28.5pp | 68.1%-27.3pp |
| Annual return | 8.93% | 18.57%-9.6pp | 31.81%-22.9pp | 41.64%-32.7pp |
| Employer contribution / active EE | $372 | $1,511-75.4% | $2,279-83.7% | $2,551-85.4% |
| Participant deferral / active EE | $2,718 | $3,081-11.8% | $4,048-32.8% | $4,139-34.3% |
| Admin fee / account holder | $22,525 | $6,500+246.5% | $8,703+158.8% | $7,234+211.4% |