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 | $157,320 | $59,804+163.1% | $81,982+91.9% | $79,856+97.0% |
| Participation rate | 58.6% | 61.6%-3.0pp | 69.3%-10.6pp | 69.6%-11.0pp |
| Annual return | 7.95% | 17.56%-9.6pp | 41.31%-33.4pp | 31.71%-23.8pp |
| Employer contribution / active EE | $346 | $1,713-79.8% | $2,498-86.1% | $2,471-86.0% |
| Participant deferral / active EE | $3,421 | $2,695+26.9% | $3,722-8.1% | $3,741-8.6% |
| Admin fee / account holder | $16,553 | $4,288+286.0% | $5,665+192.2% | $5,306+211.9% |