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 | $158,141 | $86,919+81.9% | $102,457+54.3% | $80,911+95.5% |
| Participation rate | 52.9% | 72.4%-19.5pp | 76.5%-23.6pp | 67.6%-14.8pp |
| Annual return | 10.00% | 18.90%-8.9pp | 29.41%-19.4pp | 35.63%-25.6pp |
| Employer contribution / active EE | $1,535 | $2,368-35.2% | $3,022-49.2% | $2,756-44.3% |
| Participant deferral / active EE | $4,740 | $4,119+15.1% | $5,054-6.2% | $4,297+10.3% |
| Admin fee / account holder | $48,597 | $8,049+503.8% | $9,451+414.2% | $6,935+600.8% |