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 | $201,011 | $73,787+172.4% | $98,716+103.6% | $82,448+143.8% |
| Participation rate | 57.8% | 61.4%-3.6pp | 69.3%-11.5pp | 68.1%-10.3pp |
| Annual return | 11.52% | 18.57%-7.0pp | 31.81%-20.3pp | 41.64%-30.1pp |
| Employer contribution / active EE | $2,457 | $1,511+62.6% | $2,279+7.8% | $2,551-3.7% |
| Participant deferral / active EE | $3,341 | $3,081+8.4% | $4,048-17.5% | $4,139-19.3% |
| Admin fee / account holder | $3,521 | $6,500-45.8% | $8,703-59.5% | $7,234-51.3% |