Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $222,063 | $145,431+52.7% | $211,142+5.2% | $87,485+153.8% |
| Participation rate | 30.0% | 84.7%-54.7pp | 87.3%-57.3pp | 68.9%-38.9pp |
| Annual return | 12.61% | 27.21%-14.6pp | 46.84%-34.2pp | 26.06%-13.4pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,777 | $6,859-44.9% | $9,284-59.3% | $4,274-11.6% |
| Admin fee / account holder | $19,087 | $17,052+11.9% | $19,076+0.1% | $7,775+145.5% |