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 | $181,315 | $100,073+81.2% | $85,126+113.0% | $145,877+24.3% |
| Participation rate | 47.6% | 74.1%-26.5pp | 67.5%-19.9pp | 80.3%-32.7pp |
| Annual return | 7.90% | 84.11%-76.2pp | 66.63%-58.7pp | 551.28%-543.4pp |
| Employer contribution / active EE | $1,546 | $3,236-52.2% | $2,731-43.4% | $4,663-66.9% |
| Participant deferral / active EE | $5,386 | $5,294+1.7% | $4,523+19.1% | $6,691-19.5% |
| Admin fee / account holder | $2,633 | $7,261-63.7% | $6,160-57.3% | $13,402-80.4% |