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 | $190,082 | $114,712+65.7% | $173,730+9.4% | $87,485+117.3% |
| Participation rate | 52.3% | 73.0%-20.7pp | 79.6%-27.3pp | 68.9%-16.7pp |
| Annual return | 11.03% | 20.18%-9.2pp | 19.96%-8.9pp | 26.06%-15.0pp |
| Employer contribution / active EE | $2,087 | $2,904-28.1% | $4,577-54.4% | $2,596-19.6% |
| Participant deferral / active EE | $4,443 | $4,642-4.3% | $6,326-29.8% | $4,274+4.0% |
| Admin fee / account holder | $6,037 | $10,210-40.9% | $17,523-65.5% | $7,775-22.4% |