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 | $217,679 | $154,228+41.1% | $145,433+49.7% | $137,256+58.6% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 11.35% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,534 | $4,804-68.1% | $4,554-66.3% | $4,156-63.1% |
| Participant deferral / active EE | $3,689 | $8,216-55.1% | $7,897-53.3% | $6,407-42.4% |
| Admin fee / account holder | $29,510 | $14,344+105.7% | $13,129+124.8% | $12,270+140.5% |