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 | $146,357 | $87,132+68.0% | $105,624+38.6% | $80,959+80.8% |
| Participation rate | 58.9% | 70.4%-11.5pp | 75.3%-16.4pp | 67.7%-8.8pp |
| Annual return | 9.07% | 17.03%-8.0pp | 116.20%-107.1pp | 35.67%-26.6pp |
| Employer contribution / active EE | $2,821 | $2,397+17.7% | $3,168-11.0% | $2,757+2.3% |
| Participant deferral / active EE | $6,083 | $3,985+52.6% | $5,013+21.4% | $4,300+41.5% |
| Admin fee / account holder | $11,755 | $8,449+39.1% | $10,961+7.2% | $6,925+69.7% |