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 | $218,696 | $115,225+89.8% | $100,712+117.1% | $138,895+57.5% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 4.15% | 40.35%-36.2pp | 33.27%-29.1pp | 145.39%-141.2pp |
| Employer contribution / active EE | $963 | $2,771-65.3% | $2,313-58.4% | $4,194-77.0% |
| Participant deferral / active EE | $5,192 | $4,699+10.5% | $4,085+27.1% | $6,396-18.8% |
| Admin fee / account holder | $1,089 | $10,844-90.0% | $9,256-88.2% | $12,562-91.3% |