Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $156,569 | $60,349+159.4% | $74,184+111.1% | $62,881+149.0% |
| Participation rate | 64.3% | 72.7%-8.4pp | 76.6%-12.3pp | 69.3%-5.0pp |
| Annual return | 4.20% | 21.38%-17.2pp | 17.74%-13.5pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,182 | $2,856-23.6% | $3,550-38.5% | $3,203-31.9% |
| Admin fee / account holder | $42,081 | $4,261+887.6% | $5,586+653.4% | $4,296+879.6% |