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 | $143,474 | $79,557+80.3% | $118,746+20.8% | $70,126+104.6% |
| Participation rate | 68.0% | 71.4%-3.4pp | 78.3%-10.3pp | 69.5%-1.5pp |
| Annual return | 11.72% | 25.64%-13.9pp | 24.54%-12.8pp | 73.15%-61.4pp |
| Employer contribution / active EE | $1,086 | $2,861-62.0% | $4,193-74.1% | $2,343-53.6% |
| Participant deferral / active EE | $2,714 | $4,089-33.6% | $5,332-49.1% | $3,332-18.5% |
| Admin fee / account holder | $1,810 | $5,374-66.3% | $10,720-83.1% | $4,645-61.0% |