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 | $173,870 | $61,789+181.4% | $97,167+78.9% | $80,874+115.0% |
| Participation rate | 33.3% | 63.5%-30.2pp | 72.7%-39.4pp | 67.6%-34.3pp |
| Annual return | 9.61% | -557.90%+567.5pp | 75.27%-65.7pp | 35.62%-26.0pp |
| Employer contribution / active EE | $2,010 | $1,837+9.5% | $2,729-26.3% | $2,756-27.0% |
| Participant deferral / active EE | $4,733 | $3,028+56.3% | $4,264+11.0% | $4,297+10.1% |
| Admin fee / account holder | $354,261 | $5,168+6754.5% | $5,650+6169.9% | $6,935+5008.1% |