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 | $198,864 | $174,379+14.0% | $152,093+30.8% | $138,895+43.2% |
| Participation rate | 38.1% | 81.6%-43.5pp | 77.8%-39.7pp | 79.9%-41.8pp |
| Annual return | 10.12% | 74.86%-64.7pp | 66.36%-56.2pp | 145.39%-135.3pp |
| Employer contribution / active EE | $4,992 | $4,652+7.3% | $4,175+19.6% | $4,194+19.0% |
| Participant deferral / active EE | $2,899 | $6,159-52.9% | $5,451-46.8% | $6,396-54.7% |
| Admin fee / account holder | $686 | $16,880-95.9% | $14,497-95.3% | $12,562-94.5% |