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 | $178,147 | $94,031+89.5% | $115,768+53.9% | $82,448+116.1% |
| Participation rate | 31.9% | 70.4%-38.5pp | 74.4%-42.5pp | 68.1%-36.2pp |
| Annual return | 11.31% | 20.61%-9.3pp | 100.46%-89.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,189 | $2,323-48.8% | $2,940-59.6% | $2,551-53.4% |
| Participant deferral / active EE | $2,845 | $3,972-28.4% | $4,917-42.1% | $4,139-31.3% |
| Admin fee / account holder | $33,799 | $10,249+229.8% | $12,439+171.7% | $7,234+367.2% |