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 | $143,171 | $94,436+51.6% | $115,599+23.9% | $82,637+73.3% |
| Participation rate | 43.3% | 70.4%-27.1pp | 74.3%-30.9pp | 68.1%-24.7pp |
| Annual return | 11.42% | 18.37%-6.9pp | 111.10%-99.7pp | 53.51%-42.1pp |
| Employer contribution / active EE | $1,783 | $2,324-23.3% | $2,955-39.7% | $2,552-30.1% |
| Participant deferral / active EE | $3,279 | $3,955-17.1% | $4,889-32.9% | $4,126-20.5% |
| Admin fee / account holder | $15,224 | $10,328+47.4% | $12,841+18.6% | $7,339+107.4% |