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 | $151,078 | $70,684+113.7% | $169,390-10.8% | $75,173+101.0% |
| Participation rate | 43.8% | 64.8%-21.1pp | 77.2%-33.4pp | 67.2%-23.5pp |
| Annual return | 12.24% | 36.38%-24.1pp | 406.07%-393.8pp | 160.72%-148.5pp |
| Employer contribution / active EE | $1,053 | $2,211-52.4% | $4,013-73.8% | $2,671-60.6% |
| Participant deferral / active EE | $2,968 | $4,310-31.1% | $6,222-52.3% | $4,126-28.1% |
| Admin fee / account holder | $3,557 | $5,404-34.2% | $9,015-60.5% | $5,651-37.0% |