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 | $197,184 | $58,258+238.5% | $81,820+141.0% | $80,925+143.7% |
| Participation rate | 37.5% | 63.5%-26.0pp | 72.4%-34.9pp | 67.7%-30.2pp |
| Annual return | 8.03% | 41.76%-33.7pp | 777.93%-769.9pp | 35.65%-27.6pp |
| Employer contribution / active EE | $1,236 | $2,345-47.3% | $2,915-57.6% | $2,756-55.1% |
| Participant deferral / active EE | $2,230 | $3,284-32.1% | $4,323-48.4% | $4,299-48.1% |
| Admin fee / account holder | $2,543 | $4,976-48.9% | $7,391-65.6% | $6,940-63.4% |