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 | $111,288 | $81,504+36.5% | $102,437+8.6% | $80,959+37.5% |
| Participation rate | 66.7% | 66.9%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 8.14% | 25.60%-17.5pp | 24.95%-16.8pp | 35.67%-27.5pp |
| Employer contribution / active EE | $1,931 | $3,104-37.8% | $3,871-50.1% | $2,757-30.0% |
| Participant deferral / active EE | $5,335 | $3,871+37.8% | $5,060+5.4% | $4,300+24.1% |
| Admin fee / account holder | $84,390 | $6,719+1155.9% | $8,388+906.1% | $6,925+1118.6% |