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 | $154,391 | $73,848+109.1% | $143,799+7.4% | $68,486+125.4% |
| Participation rate | 58.5% | 66.7%-8.1pp | 80.3%-21.8pp | 67.9%-9.4pp |
| Annual return | -19.55% | 0.91%-20.5pp | -0.04%-19.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $2,263 | $3,184-28.9% | $4,952-54.3% | $2,597-12.9% |
| Participant deferral / active EE | $6,531 | $3,385+93.0% | $5,638+15.8% | $4,028+62.2% |
| Admin fee / account holder | $16,255 | $5,755+182.4% | $14,677+10.7% | $5,404+200.8% |