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 | $152,298 | $76,696+98.6% | $96,515+57.8% | $71,511+113.0% |
| Participation rate | 46.5% | 66.6%-20.1pp | 74.3%-27.9pp | 67.9%-21.5pp |
| Annual return | 13.33% | 48.32%-35.0pp | 35.73%-22.4pp | 28.86%-15.5pp |
| Employer contribution / active EE | $2,510 | $3,032-17.2% | $3,740-32.9% | $2,589-3.1% |
| Participant deferral / active EE | $2,948 | $3,770-21.8% | $4,880-39.6% | $4,291-31.3% |
| Admin fee / account holder | $9,068 | $2,030+346.7% | $6,735+34.6% | $1,588+470.9% |