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 | $168,105 | $65,364+157.2% | $92,909+80.9% | $72,975+130.4% |
| Participation rate | 57.1% | 68.3%-11.2pp | 76.0%-18.9pp | 69.5%-12.3pp |
| Annual return | 13.46% | 42.11%-28.7pp | 109.44%-96.0pp | 81.01%-67.6pp |
| Employer contribution / active EE | $1,733 | $2,594-33.2% | $3,653-52.6% | $2,440-29.0% |
| Participant deferral / active EE | $4,652 | $3,128+48.7% | $4,238+9.8% | $3,608+29.0% |
| Admin fee / account holder | $8,735 | $4,251+105.5% | $5,795+50.7% | $5,124+70.5% |