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 | $148,106 | $106,749+38.7% | $145,433+1.8% | $82,448+79.6% |
| Participation rate | 66.7% | 75.6%-9.0pp | 82.1%-15.5pp | 68.1%-1.4pp |
| Annual return | 13.05% | 27.59%-14.5pp | 66.58%-53.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $4,630 | $3,444+34.4% | $4,554+1.7% | $2,551+81.5% |
| Participant deferral / active EE | $8,079 | $6,519+23.9% | $7,897+2.3% | $4,139+95.2% |
| Admin fee / account holder | $6,470 | $8,390-22.9% | $13,129-50.7% | $7,234-10.6% |