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 | $122,808 | $41,981+192.5% | $63,412+93.7% | $59,633+105.9% |
| Participation rate | 35.6% | 60.3%-24.7pp | 67.1%-31.6pp | 68.7%-33.1pp |
| Annual return | -3.58% | 13.04%-16.6pp | 4.04%-7.6pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $573 | $1,287-55.5% | $1,814-68.4% | $2,203-74.0% |
| Participant deferral / active EE | $2,026 | $2,002+1.2% | $2,496-18.8% | $3,192-36.5% |
| Admin fee / account holder | $6,839 | $3,509+94.9% | $3,753+82.2% | $4,297+59.2% |