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 | $164,879 | $73,955+122.9% | $96,520+70.8% | $75,181+119.3% |
| Participation rate | 48.4% | 66.4%-18.0pp | 74.3%-26.0pp | 67.2%-18.8pp |
| Annual return | 13.08% | 26.72%-13.6pp | 35.72%-22.6pp | 160.69%-147.6pp |
| Employer contribution / active EE | $1,916 | $2,930-34.6% | $3,739-48.8% | $2,671-28.3% |
| Participant deferral / active EE | $3,570 | $3,659-2.4% | $4,879-26.8% | $4,126-13.5% |
| Admin fee / account holder | $7,761 | $5,217+48.8% | $6,733+15.3% | $5,650+37.4% |