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 | $147,962 | $71,197+107.8% | $93,669+58.0% | $80,925+82.8% |
| Participation rate | 53.8% | 60.4%-6.5pp | 68.7%-14.9pp | 67.7%-13.8pp |
| Annual return | 8.95% | 11.27%-2.3pp | 133.59%-124.6pp | 35.65%-26.7pp |
| Employer contribution / active EE | $1,862 | $1,565+19.0% | $2,424-23.2% | $2,756-32.4% |
| Participant deferral / active EE | $2,108 | $4,036-47.8% | $4,416-52.3% | $4,299-51.0% |
| Admin fee / account holder | $7,249 | $6,959+4.2% | $8,291-12.6% | $6,940+4.4% |