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 | $168,928 | $88,996+89.8% | $78,004+116.6% | $138,895+21.6% |
| Participation rate | 58.3% | 74.4%-16.0pp | 69.4%-11.1pp | 79.9%-21.6pp |
| Annual return | 5.76% | 28.03%-22.3pp | 31.07%-25.3pp | 145.39%-139.6pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,446 | $4,724-27.1% | $4,092-15.8% | $6,396-46.1% |
| Admin fee / account holder | $141,904 | $8,807+1511.2% | $7,578+1772.6% | $12,562+1029.6% |