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 | $193,838 | $68,681+182.2% | $86,625+123.8% | $85,851+125.8% |
| Participation rate | 63.2% | 66.4%-3.2pp | 71.6%-8.5pp | 69.3%-6.2pp |
| Annual return | 7.53% | 20.12%-12.6pp | 63.52%-56.0pp | 318.63%-311.1pp |
| Employer contribution / active EE | $2,342 | $1,880+24.5% | $2,496-6.2% | $2,565-8.7% |
| Participant deferral / active EE | $5,390 | $2,919+84.6% | $3,700+45.7% | $3,952+36.4% |
| Admin fee / account holder | $20,454 | $5,974+242.4% | $5,830+250.8% | $6,261+226.7% |