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 | $143,182 | $97,125+47.4% | $86,233+66.0% | $137,256+4.3% |
| Participation rate | 65.2% | 74.2%-9.0pp | 69.0%-3.8pp | 80.0%-14.7pp |
| Annual return | 10.65% | 74.19%-63.5pp | 61.39%-50.7pp | 220.34%-209.7pp |
| Employer contribution / active EE | $5,619 | $2,841+97.8% | $2,504+124.4% | $4,156+35.2% |
| Participant deferral / active EE | $7,811 | $5,180+50.8% | $4,559+71.3% | $6,407+21.9% |
| Admin fee / account holder | $14,623 | $9,725+50.4% | $8,342+75.3% | $12,270+19.2% |