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 | $155,711 | $110,410+41.0% | $102,437+52.0% | $145,897+6.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 5.16% | 24.85%-19.7pp | 24.95%-19.8pp | 552.29%-547.1pp |
| Employer contribution / active EE | $1,678 | $4,217-60.2% | $3,871-56.6% | $4,663-64.0% |
| Participant deferral / active EE | $5,151 | $5,622-8.4% | $5,060+1.8% | $6,689-23.0% |
| Admin fee / account holder | $25,457 | $9,745+161.2% | $8,388+203.5% | $13,390+90.1% |