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 | $140,712 | $59,440+136.7% | $78,004+80.4% | $82,637+70.3% |
| Participation rate | 46.9% | 62.8%-15.9pp | 69.4%-22.5pp | 68.1%-21.1pp |
| Annual return | 12.80% | 40.24%-27.4pp | 31.07%-18.3pp | 53.51%-40.7pp |
| Employer contribution / active EE | $2,151 | $1,750+22.9% | $2,469-12.9% | $2,552-15.7% |
| Participant deferral / active EE | $3,735 | $3,138+19.0% | $4,092-8.7% | $4,126-9.5% |
| Admin fee / account holder | $15,059 | $5,504+173.6% | $7,578+98.7% | $7,339+105.2% |