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 | $215,139 | $108,825+97.7% | $156,181+37.7% | $82,448+160.9% |
| Participation rate | 62.2% | 72.4%-10.1pp | 78.8%-16.6pp | 68.1%-5.8pp |
| Annual return | 10.84% | 20.59%-9.7pp | 64.87%-54.0pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,528 | $2,870-46.8% | $4,294-64.4% | $2,551-40.1% |
| Participant deferral / active EE | $5,834 | $4,577+27.4% | $6,132-4.9% | $4,139+40.9% |
| Admin fee / account holder | $4,179 | $9,341-55.3% | $14,586-71.3% | $7,234-42.2% |