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 | $203,497 | $81,446+149.9% | $103,374+96.9% | $80,874+151.6% |
| Participation rate | 44.0% | 66.9%-22.9pp | 74.5%-30.5pp | 67.6%-23.6pp |
| Annual return | 9.53% | 25.57%-16.0pp | 24.89%-15.4pp | 35.62%-26.1pp |
| Employer contribution / active EE | $1,014 | $3,107-67.4% | $3,869-73.8% | $2,756-63.2% |
| Participant deferral / active EE | $4,646 | $3,870+20.1% | $5,058-8.1% | $4,297+8.1% |
| Admin fee / account holder | $4,898 | $6,715-27.1% | $8,394-41.7% | $6,935-29.4% |