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 | $174,732 | $71,230+145.3% | $93,727+86.4% | $80,959+115.8% |
| Participation rate | 37.0% | 60.4%-23.4pp | 68.7%-31.7pp | 67.7%-30.6pp |
| Annual return | 8.77% | 11.26%-2.5pp | 133.83%-125.1pp | 35.67%-26.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,871 | $4,037-53.7% | $4,417-57.6% | $4,300-56.5% |
| Admin fee / account holder | $36,739 | $6,961+427.8% | $8,292+343.1% | $6,925+430.5% |