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 | $148,347 | $67,602+119.4% | $82,312+80.2% | $70,126+111.5% |
| Participation rate | 58.1% | 72.8%-14.7pp | 76.9%-18.8pp | 69.5%-11.5pp |
| Annual return | 6.34% | 21.57%-15.2pp | 25.88%-19.5pp | 73.15%-66.8pp |
| Employer contribution / active EE | $1,762 | $1,755+0.4% | $2,428-27.5% | $2,343-24.8% |
| Participant deferral / active EE | $4,236 | $2,987+41.8% | $3,706+14.3% | $3,332+27.1% |
| Admin fee / account holder | $1,902 | $4,512-57.8% | $5,608-66.1% | $4,645-59.1% |