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 | $177,914 | $117,895+50.9% | $102,460+73.6% | $145,897+21.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 6.90% | 31.92%-25.0pp | 29.47%-22.6pp | 552.29%-545.4pp |
| Employer contribution / active EE | $1,680 | $3,619-53.6% | $3,025-44.5% | $4,663-64.0% |
| Participant deferral / active EE | $4,725 | $5,736-17.6% | $5,056-6.5% | $6,689-29.4% |
| Admin fee / account holder | $126,243 | $13,353+845.4% | $9,460+1234.5% | $13,390+842.8% |