Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $177,468 | $76,371+132.4% | $93,621+89.6% | $72,976+143.2% |
| Participation rate | 67.5% | 71.8%-4.2pp | 75.8%-8.3pp | 69.5%-2.0pp |
| Annual return | 13.00% | 25.82%-12.8pp | 32.76%-19.8pp | 81.02%-68.0pp |
| Employer contribution / active EE | $1,258 | $2,276-44.7% | $2,719-53.7% | $2,440-48.5% |
| Participant deferral / active EE | $3,699 | $3,538+4.6% | $4,070-9.1% | $3,608+2.5% |
| Admin fee / account holder | $14,764 | $6,839+115.9% | $7,890+87.1% | $5,124+188.1% |