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 | $108,499 | $49,239+120.4% | $70,462+54.0% | $79,858+35.9% |
| Participation rate | 35.9% | 69.2%-33.3pp | 75.1%-39.2pp | 69.6%-33.7pp |
| Annual return | 4.79% | 30.08%-25.3pp | 109.08%-104.3pp | 31.72%-26.9pp |
| Employer contribution / active EE | $1,668 | $2,100-20.6% | $2,737-39.1% | $2,471-32.5% |
| Participant deferral / active EE | $2,860 | $2,769+3.3% | $3,710-22.9% | $3,740-23.5% |
| Admin fee / account holder | $3,644 | $2,876+26.7% | $3,845-5.2% | $5,306-31.3% |