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 | $197,068 | $97,550+102.0% | $120,344+63.8% | $87,485+125.3% |
| Participation rate | 34.4% | 72.8%-38.4pp | 76.7%-42.3pp | 68.9%-34.5pp |
| Annual return | 11.67% | 18.41%-6.7pp | 20.30%-8.6pp | 26.06%-14.4pp |
| Employer contribution / active EE | $1,287 | $2,291-43.8% | $3,020-57.4% | $2,596-50.4% |
| Participant deferral / active EE | $2,436 | $4,230-42.4% | $5,135-52.6% | $4,274-43.0% |
| Admin fee / account holder | $7,845 | $9,543-17.8% | $12,742-38.4% | $7,775+0.9% |