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 | $150,299 | $101,795+47.6% | $165,100-9.0% | $80,959+85.6% |
| Participation rate | 49.2% | 71.8%-22.6pp | 78.6%-29.4pp | 67.7%-18.5pp |
| Annual return | 7.60% | 16.73%-9.1pp | 70.21%-62.6pp | 35.67%-28.1pp |
| Employer contribution / active EE | $1,637 | $2,954-44.6% | $4,348-62.4% | $2,757-40.6% |
| Participant deferral / active EE | $3,362 | $4,476-24.9% | $6,035-44.3% | $4,300-21.8% |
| Admin fee / account holder | $34,071 | $8,221+314.4% | $12,696+168.4% | $6,925+392.0% |