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 | $210,035 | $58,627+258.3% | $76,735+173.7% | $82,448+154.7% |
| Participation rate | 58.6% | 63.2%-4.6pp | 69.5%-10.9pp | 68.1%-9.4pp |
| Annual return | 12.09% | 39.10%-27.0pp | 29.77%-17.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,367 | $1,729-21.0% | $2,454-44.3% | $2,551-46.4% |
| Participant deferral / active EE | $6,893 | $3,134+120.0% | $4,088+68.6% | $4,139+66.5% |
| Admin fee / account holder | $429 | $5,323-91.9% | $7,189-94.0% | $7,234-94.1% |