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 | $145,196 | $73,787+96.8% | $98,716+47.1% | $82,448+76.1% |
| Participation rate | 57.7% | 61.4%-3.7pp | 69.3%-11.6pp | 68.1%-10.4pp |
| Annual return | 10.73% | 18.57%-7.8pp | 31.81%-21.1pp | 41.64%-30.9pp |
| Employer contribution / active EE | $1,453 | $1,511-3.9% | $2,279-36.2% | $2,551-43.0% |
| Participant deferral / active EE | $2,471 | $3,081-19.8% | $4,048-39.0% | $4,139-40.3% |
| Admin fee / account holder | $8,050 | $6,500+23.8% | $8,703-7.5% | $7,234+11.3% |