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 | $159,258 | $65,246+144.1% | $98,716+61.3% | $67,986+134.3% |
| Participation rate | 47.2% | 51.4%-4.3pp | 69.3%-22.1pp | 57.2%-10.0pp |
| Annual return | 11.49% | 20.58%-9.1pp | 31.81%-20.3pp | 31.67%-20.2pp |
| Employer contribution / active EE | $492 | $1,042-52.8% | $2,279-78.4% | $2,019-75.6% |
| Participant deferral / active EE | $3,211 | $2,594+23.8% | $4,048-20.7% | $3,358-4.4% |
| Admin fee / account holder | $8,066 | $4,561+76.8% | $8,703-7.3% | $3,203+151.8% |