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 | $183,372 | $72,269+153.7% | $101,271+81.1% | $79,852+129.6% |
| Participation rate | 64.0% | 68.5%-4.5pp | 75.8%-11.8pp | 69.6%-5.6pp |
| Annual return | 6.07% | 22.29%-16.2pp | 46.48%-40.4pp | 31.72%-25.7pp |
| Employer contribution / active EE | $1,641 | $2,692-39.1% | $3,660-55.2% | $2,471-33.6% |
| Participant deferral / active EE | $3,428 | $3,282+4.5% | $4,371-21.6% | $3,740-8.4% |
| Admin fee / account holder | $18,140 | $4,401+312.2% | $5,948+205.0% | $5,306+241.9% |