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 | $210,720 | $108,825+93.6% | $156,181+34.9% | $82,448+155.6% |
| Participation rate | 35.6% | 72.4%-36.8pp | 78.8%-43.2pp | 68.1%-32.5pp |
| Annual return | 10.79% | 20.59%-9.8pp | 64.87%-54.1pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,585 | $2,870-44.8% | $4,294-63.1% | $2,551-37.9% |
| Participant deferral / active EE | $3,294 | $4,577-28.0% | $6,132-46.3% | $4,139-20.4% |
| Admin fee / account holder | $716 | $9,341-92.3% | $14,586-95.1% | $7,234-90.1% |