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 | $143,971 | $93,057+54.7% | $153,500-6.2% | $80,925+77.9% |
| Participation rate | 63.9% | 69.0%-5.1pp | 77.1%-13.2pp | 67.7%-3.8pp |
| Annual return | 10.69% | 19.96%-9.3pp | 15.70%-5.0pp | 35.65%-25.0pp |
| Employer contribution / active EE | $1,345 | $3,507-61.7% | $5,039-73.3% | $2,756-51.2% |
| Participant deferral / active EE | $3,557 | $5,179-31.3% | $6,756-47.3% | $4,299-17.2% |
| Admin fee / account holder | $24,969 | $8,885+181.0% | $12,736+96.0% | $6,940+259.8% |