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 | $185,046 | $81,504+127.0% | $102,437+80.6% | $80,959+128.6% |
| Participation rate | 52.8% | 66.9%-14.0pp | 74.5%-21.7pp | 67.7%-14.8pp |
| Annual return | 10.33% | 25.60%-15.3pp | 24.95%-14.6pp | 35.67%-25.3pp |
| Employer contribution / active EE | $2,694 | $3,104-13.2% | $3,871-30.4% | $2,757-2.3% |
| Participant deferral / active EE | $2,845 | $3,871-26.5% | $5,060-43.8% | $4,300-33.9% |
| Admin fee / account holder | $14,730 | $6,719+119.2% | $8,388+75.6% | $6,925+112.7% |