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 | $194,264 | $132,634+46.5% | $115,768+67.8% | $137,256+41.5% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.4%-14.4pp | 80.0%-20.0pp |
| Annual return | 8.77% | 160.70%-151.9pp | 100.46%-91.7pp | 220.34%-211.6pp |
| Employer contribution / active EE | $2,187 | $3,360-34.9% | $2,940-25.6% | $4,156-47.4% |
| Participant deferral / active EE | $2,445 | $5,619-56.5% | $4,917-50.3% | $6,407-61.8% |
| Admin fee / account holder | $1,751 | $15,028-88.4% | $12,439-85.9% | $12,270-85.7% |