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 | $149,542 | $81,487+83.5% | $102,412+46.0% | $80,935+84.8% |
| Participation rate | 65.5% | 66.8%-1.3pp | 74.5%-9.0pp | 67.7%-2.1pp |
| Annual return | 7.09% | 25.60%-18.5pp | 24.94%-17.8pp | 35.66%-28.6pp |
| Employer contribution / active EE | $1,536 | $3,103-50.5% | $3,870-60.3% | $2,757-44.3% |
| Participant deferral / active EE | $2,526 | $3,871-34.7% | $5,060-50.1% | $4,299-41.2% |
| Admin fee / account holder | $5,257 | $6,717-21.7% | $8,388-37.3% | $6,924-24.1% |