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 | $206,308 | $74,535+176.8% | $100,712+104.8% | $82,637+149.7% |
| Participation rate | 26.7% | 61.2%-34.5pp | 69.3%-42.6pp | 68.1%-41.4pp |
| Annual return | 10.77% | 18.92%-8.2pp | 33.27%-22.5pp | 53.51%-42.7pp |
| Employer contribution / active EE | $353 | $1,503-76.5% | $2,313-84.7% | $2,552-86.2% |
| Participant deferral / active EE | $2,274 | $3,074-26.0% | $4,085-44.3% | $4,126-44.9% |
| Admin fee / account holder | $431 | $6,576-93.4% | $9,256-95.3% | $7,339-94.1% |