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 | $196,323 | $104,251+88.3% | $91,004+115.7% | $147,586+33.0% |
| Participation rate | 68.8% | 78.2%-9.5pp | 75.6%-6.9pp | 82.8%-14.1pp |
| Annual return | 8.06% | 27.06%-19.0pp | 4.60%+3.5pp | 578.59%-570.5pp |
| Employer contribution / active EE | $1,857 | $3,116-40.4% | $2,456-24.4% | $4,876-61.9% |
| Participant deferral / active EE | $3,871 | $4,195-7.7% | $3,548+9.1% | $5,439-28.8% |
| Admin fee / account holder | $1,411 | $8,948-84.2% | $5,417-74.0% | $10,886-87.0% |