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 | $198,237 | $86,922+128.1% | $102,438+93.5% | $80,874+145.1% |
| Participation rate | 68.5% | 72.4%-3.9pp | 76.5%-8.0pp | 67.6%+0.8pp |
| Annual return | 8.69% | 18.90%-10.2pp | 29.37%-20.7pp | 35.62%-26.9pp |
| Employer contribution / active EE | $1,768 | $2,369-25.4% | $3,024-41.5% | $2,756-35.9% |
| Participant deferral / active EE | $4,846 | $4,119+17.6% | $5,054-4.1% | $4,297+12.8% |
| Admin fee / account holder | $6,460 | $8,050-19.8% | $9,448-31.6% | $6,935-6.9% |