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 | $210,504 | $112,729+86.7% | $98,716+113.2% | $137,256+53.4% |
| Participation rate | 56.5% | 74.2%-17.7pp | 69.3%-12.8pp | 80.0%-23.4pp |
| Annual return | 9.93% | 38.48%-28.6pp | 31.81%-21.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,157 | $2,725-20.8% | $2,279-5.3% | $4,156-48.1% |
| Participant deferral / active EE | $4,652 | $4,640+0.3% | $4,048+14.9% | $6,407-27.4% |
| Admin fee / account holder | $15,302 | $10,129+51.1% | $8,703+75.8% | $12,270+24.7% |