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 | $151,920 | $29,736+410.9% | $56,033+171.1% | $80,935+87.7% |
| Participation rate | 44.4% | 41.7%+2.7pp | 52.5%-8.0pp | 67.7%-23.2pp |
| Annual return | 7.84% | 35.28%-27.4pp | 1711.38%-1703.5pp | 35.66%-27.8pp |
| Employer contribution / active EE | $822 | $671+22.4% | $1,041-21.1% | $2,757-70.2% |
| Participant deferral / active EE | $3,882 | $1,228+216.0% | $1,954+98.6% | $4,299-9.7% |
| Admin fee / account holder | $1,720 | $2,434-29.3% | $2,827-39.2% | $6,924-75.2% |