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 | $248,826 | $154,228+61.3% | $145,433+71.1% | $137,256+81.3% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 7.64% | 74.59%-67.0pp | 66.58%-58.9pp | 220.34%-212.7pp |
| Employer contribution / active EE | $3,155 | $4,804-34.3% | $4,554-30.7% | $4,156-24.1% |
| Participant deferral / active EE | $11,270 | $8,216+37.2% | $7,897+42.7% | $6,407+75.9% |
| Admin fee / account holder | $29,574 | $14,344+106.2% | $13,129+125.3% | $12,270+141.0% |