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 | $116,265 | $154,228-24.6% | $145,433-20.1% | $137,256-15.3% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 80.0%-51.4pp |
| Annual return | 11.48% | 74.59%-63.1pp | 66.58%-55.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,179 | $4,804-75.5% | $4,554-74.1% | $4,156-71.6% |
| Participant deferral / active EE | $3,137 | $8,216-61.8% | $7,897-60.3% | $6,407-51.0% |
| Admin fee / account holder | $15,426 | $14,344+7.5% | $13,129+17.5% | $12,270+25.7% |