Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $149,621 | $58,848+154.3% | $88,179+69.7% | $82,637+81.1% |
| Participation rate | 20.0% | 57.9%-37.9pp | 69.1%-49.1pp | 68.1%-48.1pp |
| Annual return | 2.03% | 22.76%-20.7pp | 64.97%-62.9pp | 53.51%-51.5pp |
| Employer contribution / active EE | $693 | $1,678-58.7% | $2,549-72.8% | $2,552-72.8% |
| Participant deferral / active EE | $956 | $3,124-69.4% | $4,614-79.3% | $4,126-76.8% |
| Admin fee / account holder | $1,648 | $4,795-65.6% | $7,673-78.5% | $7,339-77.5% |