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 | $150,742 | $86,050+75.2% | $189,758-20.6% | $94,015+60.3% |
| Participation rate | 47.8% | 68.9%-21.1pp | 79.8%-32.0pp | 70.8%-23.0pp |
| Annual return | 9.96% | 17.77%-7.8pp | 52.62%-42.7pp | 17.84%-7.9pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,182 | $3,349+84.6% | $5,856+5.6% | $4,249+45.5% |
| Admin fee / account holder | $20,774 | $6,627+213.5% | $20,388+1.9% | $8,951+132.1% |