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 | $152,361 | $162,136-6.0% | $152,3010% | $154,746-1.5% |
| Participation rate | 36.4% | 84.1%-47.7pp | 82.4%-46.1pp | 80.7%-44.3pp |
| Annual return | 8.18% | 91.02%-82.8pp | 80.50%-72.3pp | 172.34%-164.2pp |
| Employer contribution / active EE | $3,216 | $4,890-34.2% | $4,624-30.5% | $4,379-26.6% |
| Participant deferral / active EE | $10,864 | $8,341+30.3% | $8,004+35.7% | $6,730+61.4% |
| Admin fee / account holder | $108,970 | $15,759+591.5% | $14,398+656.8% | $14,365+658.6% |