Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $156,255 | $45,312+244.8% | $86,233+81.2% | $67,986+129.8% |
| Participation rate | 21.2% | 42.4%-21.2pp | 69.0%-47.8pp | 57.2%-36.0pp |
| Annual return | 13.32% | 24.79%-11.5pp | 61.39%-48.1pp | 31.67%-18.3pp |
| Employer contribution / active EE | $576 | $1,160-50.3% | $2,504-77.0% | $2,019-71.5% |
| Participant deferral / active EE | $1,622 | $2,185-25.8% | $4,559-64.4% | $3,358-51.7% |
| Admin fee / account holder | $3,725 | $3,295+13.1% | $8,342-55.3% | $3,203+16.3% |