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 | $200,460 | $81,208+146.8% | $98,920+102.6% | $79,856+151.0% |
| Participation rate | 44.7% | 72.5%-27.8pp | 76.0%-31.3pp | 69.6%-24.9pp |
| Annual return | 9.28% | 60.99%-51.7pp | 196.47%-187.2pp | 31.71%-22.4pp |
| Employer contribution / active EE | $547 | $1,960-72.1% | $2,689-79.6% | $2,471-77.8% |
| Participant deferral / active EE | $2,320 | $3,265-28.9% | $4,245-45.3% | $3,741-38.0% |
| Admin fee / account holder | $31,609 | $6,013+425.7% | $6,643+375.8% | $5,306+495.7% |