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 | $239,220 | $154,228+55.1% | $145,433+64.5% | $137,256+74.3% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 11.47% | 74.59%-63.1pp | 66.58%-55.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,684 | $4,804-44.1% | $4,554-41.1% | $4,156-35.4% |
| Participant deferral / active EE | $10,189 | $8,216+24.0% | $7,897+29.0% | $6,407+59.0% |
| Admin fee / account holder | $8,852 | $14,344-38.3% | $13,129-32.6% | $12,270-27.9% |