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 | $74,535+169.7% | $100,712+99.6% | $82,637+143.2% |
| Participation rate | 57.8% | 61.2%-3.4pp | 69.3%-11.5pp | 68.1%-10.2pp |
| Annual return | 11.52% | 18.92%-7.4pp | 33.27%-21.7pp | 53.51%-42.0pp |
| Employer contribution / active EE | $2,457 | $1,503+63.5% | $2,313+6.3% | $2,552-3.7% |
| Participant deferral / active EE | $3,341 | $3,074+8.7% | $4,085-18.2% | $4,126-19.0% |
| Admin fee / account holder | $3,521 | $6,576-46.5% | $9,256-62.0% | $7,339-52.0% |