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 | $165,567 | $76,407+116.7% | $150,298+10.2% | $82,448+100.8% |
| Participation rate | 64.1% | 66.4%-2.3pp | 77.8%-13.7pp | 68.1%-4.0pp |
| Annual return | 10.58% | 39.99%-29.4pp | 62.79%-52.2pp | 41.64%-31.1pp |
| Employer contribution / active EE | $2,437 | $2,614-6.8% | $4,154-41.3% | $2,551-4.5% |
| Participant deferral / active EE | $5,451 | $3,214+69.6% | $5,4530% | $4,139+31.7% |
| Admin fee / account holder | $72,845 | $6,352+1046.8% | $14,116+416.1% | $7,234+906.9% |