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 | $245,945 | $61,787+298.1% | $97,197+153.0% | $80,925+203.9% |
| Participation rate | 32.0% | 63.5%-31.5pp | 72.7%-40.7pp | 67.7%-35.7pp |
| Annual return | 9.25% | -558.16%+567.4pp | 75.47%-66.2pp | 35.65%-26.4pp |
| Employer contribution / active EE | $653 | $1,836-64.4% | $2,723-76.0% | $2,756-76.3% |
| Participant deferral / active EE | $3,090 | $3,027+2.1% | $4,263-27.5% | $4,299-28.1% |
| Admin fee / account holder | $1,324 | $5,170-74.4% | $5,637-76.5% | $6,940-80.9% |