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 | $212,495 | $115,931+83.3% | $185,441+14.6% | $86,983+144.3% |
| Participation rate | 64.5% | 73.6%-9.1pp | 80.3%-15.7pp | 69.5%-5.0pp |
| Annual return | 6.56% | 21.47%-14.9pp | 20.16%-13.6pp | 25.83%-19.3pp |
| Employer contribution / active EE | $2,428 | $2,937-17.3% | $4,672-48.0% | $2,584-6.1% |
| Participant deferral / active EE | $5,048 | $4,551+10.9% | $6,152-17.9% | $4,194+20.4% |
| Admin fee / account holder | $1,994 | $10,687-81.3% | $17,890-88.9% | $7,856-74.6% |