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 | $147,542 | $185,312-20.4% | $161,489-8.6% | $154,746-4.7% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 9.99% | 103.84%-93.9pp | 89.72%-79.7pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,707 | $4,769-64.2% | $4,268-60.0% | $4,379-61.0% |
| Participant deferral / active EE | $7,231 | $6,350+13.9% | $5,630+28.4% | $6,730+7.4% |
| Admin fee / account holder | $2,402 | $18,654-87.1% | $16,006-85.0% | $14,365-83.3% |