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 | $167,610 | $69,444+141.4% | $92,985+80.3% | $87,485+91.6% |
| Participation rate | 57.1% | 63.3%-6.1pp | 69.5%-12.3pp | 68.9%-11.8pp |
| Annual return | 12.27% | 23.85%-11.6pp | 27.99%-15.7pp | 26.06%-13.8pp |
| Employer contribution / active EE | $2,885 | $1,917+50.5% | $2,662+8.4% | $2,596+11.1% |
| Participant deferral / active EE | $6,112 | $3,364+81.7% | $4,377+39.6% | $4,274+43.0% |
| Admin fee / account holder | $31,095 | $6,137+406.7% | $9,463+228.6% | $7,775+299.9% |