Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $170,926 | $67,411+153.6% | $91,004+87.8% | $70,126+143.7% |
| Participation rate | 66.7% | 71.4%-4.7pp | 75.6%-8.9pp | 69.5%-2.9pp |
| Annual return | 10.57% | -40.16%+50.7pp | 4.60%+6.0pp | 73.15%-62.6pp |
| Employer contribution / active EE | $1,411 | $1,786-21.0% | $2,456-42.6% | $2,343-39.8% |
| Participant deferral / active EE | $5,439 | $2,823+92.7% | $3,548+53.3% | $3,332+63.3% |
| Admin fee / account holder | $15,946 | $4,236+276.4% | $5,417+194.3% | $4,645+243.3% |