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 | $154,904 | $73,532+110.7% | $178,540-13.2% | $74,459+108.0% |
| Participation rate | 35.7% | 66.6%-30.9pp | 77.1%-41.4pp | 67.2%-31.6pp |
| Annual return | 10.05% | 17.51%-7.5pp | 27.15%-17.1pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $1,314 | $2,221-40.8% | $3,953-66.8% | $2,626-50.0% |
| Participant deferral / active EE | $2,903 | $4,519-35.8% | $6,281-53.8% | $4,350-33.3% |
| Admin fee / account holder | $11,169 | $1,813+516.2% | $10,424+7.1% | $1,945+474.3% |