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 | $184,462 | $65,034+183.6% | $90,970+102.8% | $79,856+131.0% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 9.53% | 30.45%-20.9pp | 134.60%-125.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $1,786 | $1,247+43.1% | $2,122-15.8% | $2,471-27.7% |
| Participant deferral / active EE | $3,455 | $2,512+37.5% | $3,373+2.4% | $3,741-7.6% |
| Admin fee / account holder | $8,214 | $4,536+81.1% | $5,961+37.8% | $5,306+54.8% |