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 | $152,146 | $91,559+66.2% | $133,978+13.6% | $79,856+90.5% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 8.42% | 61.85%-53.4pp | 45.10%-36.7pp | 31.71%-23.3pp |
| Employer contribution / active EE | $1,668 | $2,384-30.0% | $3,919-57.4% | $2,471-32.5% |
| Participant deferral / active EE | $4,284 | $3,734+14.7% | $5,047-15.1% | $3,741+14.5% |
| Admin fee / account holder | $3,228 | $6,321-48.9% | $8,930-63.8% | $5,306-39.2% |