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 | $159,181 | $72,012+121.0% | $185,827-14.3% | $79,858+99.3% |
| Participation rate | 23.3% | 65.8%-42.4pp | 78.0%-54.7pp | 69.6%-46.3pp |
| Annual return | 6.69% | 23.12%-16.4pp | 35.96%-29.3pp | 31.72%-25.0pp |
| Employer contribution / active EE | $479 | $1,965-75.6% | $4,087-88.3% | $2,471-80.6% |
| Participant deferral / active EE | $1,873 | $3,779-50.4% | $5,633-66.8% | $3,740-49.9% |
| Admin fee / account holder | $10,880 | $4,513+141.1% | $9,502+14.5% | $5,306+105.1% |