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 | $145,209 | $69,118+110.1% | $53,647+170.7% | $138,895+4.5% |
| Participation rate | 20.0% | 64.0%-44.0pp | 56.3%-36.3pp | 79.9%-59.9pp |
| Annual return | 2.96% | 248.26%-245.3pp | 358.33%-355.4pp | 145.39%-142.4pp |
| Employer contribution / active EE | $57 | $1,189-95.2% | $962-94.1% | $4,194-98.6% |
| Participant deferral / active EE | $1,124 | $2,274-50.6% | $1,813-38.0% | $6,396-82.4% |
| Admin fee / account holder | $4,377 | $2,724+60.7% | $2,460+77.9% | $12,562-65.2% |