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 | $152,890 | $63,861+139.4% | $104,614+46.1% | $79,858+91.5% |
| Participation rate | 54.8% | 64.9%-10.1pp | 74.1%-19.2pp | 69.6%-14.8pp |
| Annual return | 10.24% | 21.30%-11.1pp | 340.56%-330.3pp | 31.72%-21.5pp |
| Employer contribution / active EE | $1,925 | $1,588+21.2% | $2,681-28.2% | $2,471-22.1% |
| Participant deferral / active EE | $4,757 | $2,693+76.6% | $3,739+27.2% | $3,740+27.2% |
| Admin fee / account holder | $797 | $4,185-81.0% | $6,464-87.7% | $5,306-85.0% |