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 | $166,809 | $58,627+184.5% | $76,735+117.4% | $82,448+102.3% |
| Participation rate | 43.4% | 63.2%-19.8pp | 69.5%-26.1pp | 68.1%-24.7pp |
| Annual return | 12.94% | 39.10%-26.2pp | 29.77%-16.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,056 | $1,729-38.9% | $2,454-57.0% | $2,551-58.6% |
| Participant deferral / active EE | $3,638 | $3,134+16.1% | $4,088-11.0% | $4,139-12.1% |
| Admin fee / account holder | $20,245 | $5,323+280.4% | $7,189+181.6% | $7,234+179.9% |