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 | $225,928 | $69,590+224.7% | $136,867+65.1% | $94,015+140.3% |
| Participation rate | 38.5% | 66.3%-27.9pp | 74.5%-36.1pp | 70.8%-32.4pp |
| Annual return | 9.62% | 19.62%-10.0pp | 42.97%-33.3pp | 17.84%-8.2pp |
| Employer contribution / active EE | $1,406 | $2,396-41.3% | $3,547-60.4% | $2,790-49.6% |
| Participant deferral / active EE | $2,591 | $3,437-24.6% | $4,924-47.4% | $4,249-39.0% |
| Admin fee / account holder | $29,086 | $8,912+226.4% | $10,340+181.3% | $8,951+224.9% |