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 | $198,532 | $64,324+208.6% | $118,914+67.0% | $79,856+148.6% |
| Participation rate | 40.7% | 64.9%-24.1pp | 75.4%-34.7pp | 69.6%-28.9pp |
| Annual return | 1.76% | 86.45%-84.7pp | 35.89%-34.1pp | 31.71%-30.0pp |
| Employer contribution / active EE | $4,176 | $1,836+127.4% | $3,264+27.9% | $2,471+69.0% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,741-100.0% |
| Admin fee / account holder | $434 | $4,040-89.3% | $6,582-93.4% | $5,306-91.8% |