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 | $180,813 | $55,902+223.4% | $76,030+137.8% | $80,959+123.3% |
| Participation rate | 36.4% | 62.1%-25.7pp | 69.1%-32.7pp | 67.7%-31.3pp |
| Annual return | 8.00% | 20.59%-12.6pp | 361.54%-353.5pp | 35.67%-27.7pp |
| Employer contribution / active EE | $1,092 | $1,867-41.5% | $2,688-59.4% | $2,757-60.4% |
| Participant deferral / active EE | $3,360 | $3,051+10.2% | $4,257-21.1% | $4,300-21.9% |
| Admin fee / account holder | $5,176 | $5,239-1.2% | $6,421-19.4% | $6,925-25.3% |