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 | $159,559 | $86,949+83.5% | $102,460+55.7% | $80,959+97.1% |
| Participation rate | 68.0% | 72.4%-4.4pp | 76.5%-8.5pp | 67.7%+0.3pp |
| Annual return | 7.34% | 18.89%-11.6pp | 29.47%-22.1pp | 35.67%-28.3pp |
| Employer contribution / active EE | $2,615 | $2,370+10.3% | $3,025-13.6% | $2,757-5.2% |
| Participant deferral / active EE | $7,227 | $4,121+75.4% | $5,056+42.9% | $4,300+68.1% |
| Admin fee / account holder | $36,440 | $8,048+352.8% | $9,460+285.2% | $6,925+426.2% |