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 | $77,814+93.7% | $158,223-4.7% | $86,983+73.3% |
| Participation rate | 47.8% | 68.4%-20.6pp | 79.2%-31.4pp | 69.5%-21.7pp |
| Annual return | 9.96% | 30.54%-20.6pp | 52.09%-42.1pp | 25.83%-15.9pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,182 | $3,270+89.1% | $5,467+13.1% | $4,194+47.4% |
| Admin fee / account holder | $20,774 | $5,879+253.3% | $16,047+29.5% | $7,856+164.4% |