Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $169,682 | $101,795+66.7% | $165,100+2.8% | $80,959+109.6% |
| Participation rate | 53.2% | 71.8%-18.6pp | 78.6%-25.4pp | 67.7%-14.5pp |
| Annual return | 6.15% | 16.73%-10.6pp | 70.21%-64.1pp | 35.67%-29.5pp |
| Employer contribution / active EE | $1,169 | $2,954-60.4% | $4,348-73.1% | $2,757-57.6% |
| Participant deferral / active EE | $5,389 | $4,476+20.4% | $6,035-10.7% | $4,300+25.3% |
| Admin fee / account holder | $14,740 | $8,221+79.3% | $12,696+16.1% | $6,925+112.8% |