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 | $226,184 | $68,878+228.4% | $120,574+87.6% | $80,935+179.5% |
| Participation rate | 24.2% | 61.7%-37.4pp | 71.9%-47.7pp | 67.7%-43.4pp |
| Annual return | 7.66% | 23.67%-16.0pp | 107.42%-99.8pp | 35.66%-28.0pp |
| Employer contribution / active EE | $966 | $2,065-53.2% | $3,471-72.2% | $2,757-65.0% |
| Participant deferral / active EE | $2,894 | $3,189-9.2% | $4,996-42.1% | $4,299-32.7% |
| Admin fee / account holder | $524 | $5,782-90.9% | $9,445-94.4% | $6,924-92.4% |