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 | $142,355 | $201,370-29.3% | $184,256-22.7% | $145,897-2.4% |
| Participation rate | 53.8% | 87.5%-33.6pp | 86.8%-33.0pp | 80.3%-26.5pp |
| Annual return | 6.01% | 29.05%-23.0pp | 28.85%-22.8pp | 552.29%-546.3pp |
| Employer contribution / active EE | $2,695 | $7,024-61.6% | $6,427-58.1% | $4,663-42.2% |
| Participant deferral / active EE | $8,193 | $9,808-16.5% | $9,133-10.3% | $6,689+22.5% |
| Admin fee / account holder | $16,468 | $16,364+0.6% | $13,899+18.5% | $13,390+23.0% |