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 | $171,351 | $94,031+82.2% | $115,768+48.0% | $82,448+107.8% |
| Participation rate | 43.1% | 70.4%-27.4pp | 74.4%-31.3pp | 68.1%-25.0pp |
| Annual return | 11.57% | 20.61%-9.0pp | 100.46%-88.9pp | 41.64%-30.1pp |
| Employer contribution / active EE | $725 | $2,323-68.8% | $2,940-75.3% | $2,551-71.6% |
| Participant deferral / active EE | $2,315 | $3,972-41.7% | $4,917-52.9% | $4,139-44.1% |
| Admin fee / account holder | $2,093 | $10,249-79.6% | $12,439-83.2% | $7,234-71.1% |