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 | $190,011 | $185,312+2.5% | $161,489+17.7% | $154,746+22.8% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.7%-24.2pp | 80.7%-26.2pp |
| Annual return | 4.09% | 103.84%-99.8pp | 89.72%-85.6pp | 172.34%-168.3pp |
| Employer contribution / active EE | $3,150 | $4,769-34.0% | $4,268-26.2% | $4,379-28.1% |
| Participant deferral / active EE | $4,059 | $6,350-36.1% | $5,630-27.9% | $6,730-39.7% |
| Admin fee / account holder | $2,228 | $18,654-88.1% | $16,006-86.1% | $14,365-84.5% |