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 | $157,612 | $78,690+100.3% | $161,489-2.4% | $87,485+80.2% |
| Participation rate | 35.8% | 67.5%-31.6pp | 78.7%-42.8pp | 68.9%-33.1pp |
| Annual return | 11.55% | 32.74%-21.2pp | 89.72%-78.2pp | 26.06%-14.5pp |
| Employer contribution / active EE | $498 | $2,588-80.7% | $4,268-88.3% | $2,596-80.8% |
| Participant deferral / active EE | $1,364 | $3,311-58.8% | $5,630-75.8% | $4,274-68.1% |
| Admin fee / account holder | $5,625 | $6,724-16.3% | $16,006-64.9% | $7,775-27.6% |