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 | $190,049 | $78,197+143.0% | $98,090+93.7% | $82,637+130.0% |
| Participation rate | 62.8% | 77.5%-14.7pp | 81.5%-18.8pp | 68.1%-5.3pp |
| Annual return | 14.12% | 40.25%-26.1pp | 37.05%-22.9pp | 53.51%-39.4pp |
| Employer contribution / active EE | $571 | $2,605-78.1% | $3,606-84.2% | $2,552-77.6% |
| Participant deferral / active EE | $3,314 | $6,636-50.1% | $7,845-57.8% | $4,126-19.7% |
| Admin fee / account holder | $1,563 | $14,832-89.5% | $11,815-86.8% | $7,339-78.7% |