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 | $185,277 | $154,228+20.1% | $145,433+27.4% | $137,256+35.0% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 9.40% | 74.59%-65.2pp | 66.58%-57.2pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,056 | $4,804-78.0% | $4,554-76.8% | $4,156-74.6% |
| Participant deferral / active EE | $10,333 | $8,216+25.8% | $7,897+30.8% | $6,407+61.3% |
| Admin fee / account holder | $3,505 | $14,344-75.6% | $13,129-73.3% | $12,270-71.4% |