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 | $192,976 | $157,304+22.7% | $141,197+36.7% | $152,909+26.2% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.5%-38.0pp |
| Annual return | 2.16% | 64.34%-62.2pp | 71.41%-69.2pp | 345.46%-343.3pp |
| Employer contribution / active EE | $1,172 | $5,263-77.7% | $4,736-75.3% | $4,764-75.4% |
| Participant deferral / active EE | $4,606 | $7,111-35.2% | $6,710-31.4% | $5,851-21.3% |
| Admin fee / account holder | $10,680 | $12,126-11.9% | $10,265+4.0% | $11,601-7.9% |