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 | $232,004 | $154,228+50.4% | $145,433+59.5% | $137,256+69.0% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 9.54% | 74.59%-65.0pp | 66.58%-57.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $6,219 | $4,804+29.4% | $4,554+36.5% | $4,156+49.6% |
| Participant deferral / active EE | $9,135 | $8,216+11.2% | $7,897+15.7% | $6,407+42.6% |
| Admin fee / account holder | $136,119 | $14,344+849.0% | $13,129+936.8% | $12,270+1009.4% |