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 | $187,728 | $88,672+111.7% | $105,223+78.4% | $82,448+127.7% |
| Participation rate | 56.7% | 67.9%-11.3pp | 75.0%-18.4pp | 68.1%-11.4pp |
| Annual return | 4.09% | 30.86%-26.8pp | 180.65%-176.6pp | 41.64%-37.6pp |
| Employer contribution / active EE | $1,505 | $3,048-50.6% | $3,689-59.2% | $2,551-41.0% |
| Participant deferral / active EE | $4,933 | $4,036+22.2% | $5,072-2.7% | $4,139+19.2% |
| Admin fee / account holder | $1,447 | $7,146-79.7% | $8,859-83.7% | $7,234-80.0% |