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 | $113,205 | $106,864+5.9% | $147,318-23.2% | $82,637+37.0% |
| Participation rate | 47.1% | 75.5%-28.4pp | 82.1%-35.0pp | 68.1%-21.0pp |
| Annual return | 12.17% | 27.49%-15.3pp | 70.43%-58.3pp | 53.51%-41.3pp |
| Employer contribution / active EE | $1,954 | $3,417-42.8% | $4,593-57.5% | $2,552-23.4% |
| Participant deferral / active EE | $4,539 | $6,496-30.1% | $7,906-42.6% | $4,126+10.0% |
| Admin fee / account holder | $32,602 | $8,415+287.4% | $13,708+137.8% | $7,339+344.2% |