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 | $187,808 | $71,878+161.3% | $86,698+116.6% | $68,486+174.2% |
| Participation rate | 48.3% | 72.2%-24.0pp | 76.6%-28.3pp | 67.9%-19.6pp |
| Annual return | -21.29% | 3.53%-24.8pp | 35.95%-57.2pp | -7.85%-13.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,750 | $3,779-0.8% | $4,656-19.5% | $4,028-6.9% |
| Admin fee / account holder | $37,649 | $6,113+515.9% | $7,493+402.5% | $5,404+596.7% |