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 | $245,765 | $112,729+118.0% | $98,716+149.0% | $137,256+79.1% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | 9.24% | 38.48%-29.2pp | 31.81%-22.6pp | 220.34%-211.1pp |
| Employer contribution / active EE | $2,215 | $2,725-18.7% | $2,279-2.8% | $4,156-46.7% |
| Participant deferral / active EE | $8,835 | $4,640+90.4% | $4,048+118.3% | $6,407+37.9% |
| Admin fee / account holder | $2,013 | $10,129-80.1% | $8,703-76.9% | $12,270-83.6% |