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 | $236,771 | $115,225+105.5% | $100,712+135.1% | $138,895+70.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 4.36% | 40.35%-36.0pp | 33.27%-28.9pp | 145.39%-141.0pp |
| Employer contribution / active EE | $1,950 | $2,771-29.6% | $2,313-15.7% | $4,194-53.5% |
| Participant deferral / active EE | $5,906 | $4,699+25.7% | $4,085+44.6% | $6,396-7.7% |
| Admin fee / account holder | $807 | $10,844-92.6% | $9,256-91.3% | $12,562-93.6% |