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 | $176,406 | $72,071+144.8% | $68,368+158.0% | $137,256+28.5% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.0%-60.0pp |
| Annual return | -0.54% | 353.14%-353.7pp | 292.57%-293.1pp | 220.34%-220.9pp |
| Employer contribution / active EE | $900 | $2,788-67.7% | $2,649-66.0% | $4,156-78.3% |
| Participant deferral / active EE | $4,519 | $4,410+2.5% | $4,123+9.6% | $6,407-29.5% |
| Admin fee / account holder | $1,577 | $5,336-70.4% | $5,150-69.4% | $12,270-87.1% |