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 | $227,530 | $81,446+179.4% | $103,374+120.1% | $80,874+181.3% |
| Participation rate | 48.8% | 66.9%-18.1pp | 74.5%-25.7pp | 67.6%-18.9pp |
| Annual return | 9.87% | 25.57%-15.7pp | 24.89%-15.0pp | 35.62%-25.7pp |
| Employer contribution / active EE | $1,298 | $3,107-58.2% | $3,869-66.5% | $2,756-52.9% |
| Participant deferral / active EE | $2,380 | $3,870-38.5% | $5,058-52.9% | $4,297-44.6% |
| Admin fee / account holder | $6,690 | $6,715-0.4% | $8,394-20.3% | $6,935-3.5% |