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 | $202,136 | $77,920+159.4% | $149,723+35.0% | $75,177+168.9% |
| Participation rate | 55.9% | 65.6%-9.7pp | 78.8%-22.9pp | 67.2%-11.3pp |
| Annual return | 12.23% | 31.72%-19.5pp | 134.50%-122.3pp | 160.75%-148.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,304 | $3,411-32.5% | $5,682-59.5% | $4,126-44.2% |
| Admin fee / account holder | $14,149 | $5,951+137.8% | $13,215+7.1% | $5,651+150.4% |