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 | $205,600 | $48,078+327.6% | $78,676+161.3% | $62,881+227.0% |
| Participation rate | 17.1% | 65.2%-48.1pp | 73.6%-56.5pp | 69.3%-52.2pp |
| Annual return | 2.94% | 31.36%-28.4pp | 62.19%-59.2pp | 20.14%-17.2pp |
| Employer contribution / active EE | $324 | $2,015-83.9% | $2,850-88.6% | $2,281-85.8% |
| Participant deferral / active EE | $2,442 | $2,587-5.6% | $3,517-30.6% | $3,203-23.8% |
| Admin fee / account holder | $3,146 | $3,206-1.9% | $4,510-30.3% | $4,296-26.8% |