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 | $193,448 | $104,098+85.8% | $140,514+37.7% | $94,015+105.8% |
| Participation rate | 58.1% | 73.7%-15.6pp | 77.8%-19.7pp | 70.8%-12.7pp |
| Annual return | 8.13% | 15.14%-7.0pp | 14.36%-6.2pp | 17.84%-9.7pp |
| Employer contribution / active EE | $1,713 | $2,388-28.3% | $3,378-49.3% | $2,790-38.6% |
| Participant deferral / active EE | $2,535 | $4,033-37.1% | $4,919-48.5% | $4,249-40.3% |
| Admin fee / account holder | $2,830 | $10,439-72.9% | $13,697-79.3% | $8,951-68.4% |