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 | $112,504 | $45,312+148.3% | $86,233+30.5% | $67,986+65.5% |
| Participation rate | 20.5% | 42.4%-21.9pp | 69.0%-48.5pp | 57.2%-36.7pp |
| Annual return | 13.84% | 24.79%-10.9pp | 61.39%-47.5pp | 31.67%-17.8pp |
| Employer contribution / active EE | $997 | $1,160-14.0% | $2,504-60.2% | $2,019-50.6% |
| Participant deferral / active EE | $1,770 | $2,185-19.0% | $4,559-61.2% | $3,358-47.3% |
| Admin fee / account holder | $21,578 | $3,295+554.9% | $8,342+158.7% | $3,203+573.6% |