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 | $176,184 | $70,532+149.8% | $68,948+155.5% | $137,256+28.4% |
| Participation rate | 35.7% | 81.0%-45.3pp | 79.2%-43.4pp | 80.0%-44.2pp |
| Annual return | 13.15% | 32.56%-19.4pp | 28.39%-15.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $761 | $4,355-82.5% | $4,165-81.7% | $4,156-81.7% |
| Participant deferral / active EE | $3,147 | $6,773-53.5% | $6,186-49.1% | $6,407-50.9% |
| Admin fee / account holder | $96,995 | $7,916+1125.3% | $7,539+1186.7% | $12,270+690.5% |