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 | $224,882 | $97,765+130.0% | $103,486+117.3% | $145,884+54.2% |
| Participation rate | 61.9% | 81.1%-19.2pp | 80.5%-18.6pp | 80.3%-18.4pp |
| Annual return | 9.16% | 25.44%-16.3pp | 23.93%-14.8pp | 551.85%-542.7pp |
| Employer contribution / active EE | $1,707 | $4,687-63.6% | $4,679-63.5% | $4,662-63.4% |
| Participant deferral / active EE | $5,025 | $6,606-23.9% | $6,628-24.2% | $6,690-24.9% |
| Admin fee / account holder | $14,925 | $12,505+19.4% | $9,354+59.6% | $13,392+11.5% |