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 | $169,875 | $107,666+57.8% | $102,184+66.2% | $154,746+9.8% |
| Participation rate | 41.7% | 83.7%-42.1pp | 82.6%-40.9pp | 80.7%-39.0pp |
| Annual return | 6.00% | 29.33%-23.3pp | 31.58%-25.6pp | 172.34%-166.3pp |
| Employer contribution / active EE | $122 | $3,846-96.8% | $3,594-96.6% | $4,379-97.2% |
| Participant deferral / active EE | $5,824 | $8,719-33.2% | $8,309-29.9% | $6,730-13.5% |
| Admin fee / account holder | $52,059 | $12,943+302.2% | $11,609+348.4% | $14,365+262.4% |