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 | $236,509 | $86,940+172.0% | $102,434+130.9% | $80,935+192.2% |
| Participation rate | 53.8% | 72.4%-18.5pp | 76.5%-22.7pp | 67.7%-13.8pp |
| Annual return | 6.57% | 18.89%-12.3pp | 29.46%-22.9pp | 35.66%-29.1pp |
| Employer contribution / active EE | $1,074 | $2,370-54.7% | $3,023-64.5% | $2,757-61.0% |
| Participant deferral / active EE | $3,684 | $4,121-10.6% | $5,055-27.1% | $4,299-14.3% |
| Admin fee / account holder | $418 | $8,047-94.8% | $9,462-95.6% | $6,924-94.0% |