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 | $102,244 | $174,379-41.4% | $152,093-32.8% | $138,895-26.4% |
| Participation rate | 46.2% | 81.6%-35.5pp | 77.8%-31.6pp | 79.9%-33.8pp |
| Annual return | 8.79% | 74.86%-66.1pp | 66.36%-57.6pp | 145.39%-136.6pp |
| Employer contribution / active EE | $4,734 | $4,652+1.8% | $4,175+13.4% | $4,194+12.9% |
| Participant deferral / active EE | $8,507 | $6,159+38.1% | $5,451+56.1% | $6,396+33.0% |
| Admin fee / account holder | $46,246 | $16,880+174.0% | $14,497+219.0% | $12,562+268.1% |