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 | $165,110 | $55,902+195.4% | $76,030+117.2% | $80,959+103.9% |
| Participation rate | 54.5% | 62.1%-7.5pp | 69.1%-14.5pp | 67.7%-13.1pp |
| Annual return | 9.75% | 20.59%-10.8pp | 361.54%-351.8pp | 35.67%-25.9pp |
| Employer contribution / active EE | $1,048 | $1,867-43.8% | $2,688-61.0% | $2,757-62.0% |
| Participant deferral / active EE | $3,518 | $3,051+15.3% | $4,257-17.4% | $4,300-18.2% |
| Admin fee / account holder | $9,613 | $5,239+83.5% | $6,421+49.7% | $6,925+38.8% |