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 | $197,048 | $212,386-7.2% | $199,883-1.4% | $138,895+41.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 8.75% | 47.75%-39.0pp | 43.81%-35.1pp | 145.39%-136.6pp |
| Employer contribution / active EE | $10,000 | $6,625+51.0% | $6,261+59.7% | $4,194+138.4% |
| Participant deferral / active EE | $16,419 | $9,617+70.7% | $9,138+79.7% | $6,396+156.7% |
| Admin fee / account holder | $154,256 | $18,233+746.0% | $17,268+793.3% | $12,562+1127.9% |