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 | $156,288 | $71,215+119.5% | $93,696+66.8% | $80,935+93.1% |
| Participation rate | 17.3% | 60.4%-43.1pp | 68.7%-51.4pp | 67.7%-50.4pp |
| Annual return | 3.80% | 11.27%-7.5pp | 133.74%-129.9pp | 35.66%-31.9pp |
| Employer contribution / active EE | $1,067 | $1,565-31.8% | $2,422-55.9% | $2,757-61.3% |
| Participant deferral / active EE | $3,050 | $4,037-24.5% | $4,417-31.0% | $4,299-29.1% |
| Admin fee / account holder | $5,257 | $6,958-24.5% | $8,287-36.6% | $6,924-24.1% |