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 | $108,829 | $81,446+33.6% | $103,374+5.3% | $80,874+34.6% |
| Participation rate | 44.0% | 66.9%-22.9pp | 74.5%-30.5pp | 67.6%-23.6pp |
| Annual return | 10.28% | 25.57%-15.3pp | 24.89%-14.6pp | 35.62%-25.3pp |
| Employer contribution / active EE | $1,938 | $3,107-37.6% | $3,869-49.9% | $2,756-29.7% |
| Participant deferral / active EE | $3,921 | $3,870+1.3% | $5,058-22.5% | $4,297-8.8% |
| Admin fee / account holder | $951 | $6,715-85.8% | $8,394-88.7% | $6,935-86.3% |