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 | $212,319 | $97,751+117.2% | $103,431+105.3% | $145,978+45.4% |
| Participation rate | 23.1% | 81.1%-58.0pp | 80.5%-57.5pp | 80.3%-57.2pp |
| Annual return | 7.15% | 25.43%-18.3pp | 23.92%-16.8pp | 550.52%-543.4pp |
| Employer contribution / active EE | $1,615 | $4,684-65.5% | $4,678-65.5% | $4,662-65.4% |
| Participant deferral / active EE | $5,278 | $6,603-20.1% | $6,625-20.3% | $6,690-21.1% |
| Admin fee / account holder | $2,574 | $12,515-79.4% | $9,412-72.7% | $13,400-80.8% |