Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $95,551 | $58,493+63.4% | $84,023+13.7% | $72,976+30.9% |
| Participation rate | 54.4% | 61.2%-6.8pp | 69.0%-14.6pp | 69.5%-15.1pp |
| Annual return | 16.47% | 28.93%-12.5pp | 71.32%-54.9pp | 81.02%-64.5pp |
| Employer contribution / active EE | $1,331 | $1,163+14.4% | $1,984-32.9% | $2,440-45.5% |
| Participant deferral / active EE | $3,874 | $2,394+61.8% | $3,239+19.6% | $3,608+7.4% |
| Admin fee / account holder | $2,736 | $4,569-40.1% | $6,102-55.2% | $5,124-46.6% |