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 | $199,629 | $93,617+113.2% | $135,982+46.8% | $75,177+165.5% |
| Participation rate | 61.5% | 75.2%-13.7pp | 81.9%-20.4pp | 67.2%-5.7pp |
| Annual return | 14.25% | 30.89%-16.6pp | 68.32%-54.1pp | 160.75%-146.5pp |
| Employer contribution / active EE | $839 | $3,538-76.3% | $4,859-82.7% | $2,671-68.6% |
| Participant deferral / active EE | $3,753 | $6,406-41.4% | $7,760-51.6% | $4,126-9.1% |
| Admin fee / account holder | $11,908 | $6,980+70.6% | $10,767+10.6% | $5,651+110.7% |