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 | $229,183 | $75,541+203.4% | $152,093+50.7% | $82,637+177.3% |
| Participation rate | 51.4% | 66.5%-15.2pp | 77.8%-26.4pp | 68.1%-16.7pp |
| Annual return | 10.35% | 32.56%-22.2pp | 66.36%-56.0pp | 53.51%-43.2pp |
| Employer contribution / active EE | $905 | $2,622-65.5% | $4,175-78.3% | $2,552-64.5% |
| Participant deferral / active EE | $3,745 | $3,206+16.8% | $5,451-31.3% | $4,126-9.2% |
| Admin fee / account holder | $93,458 | $6,405+1359.2% | $14,497+544.7% | $7,339+1173.5% |