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 | $132,532 | $101,798+30.2% | $165,071-19.7% | $80,935+63.7% |
| Participation rate | 56.7% | 71.8%-15.2pp | 78.6%-22.0pp | 67.7%-11.0pp |
| Annual return | 8.97% | 16.73%-7.8pp | 70.17%-61.2pp | 35.66%-26.7pp |
| Employer contribution / active EE | $2,876 | $2,954-2.7% | $4,347-33.8% | $2,757+4.3% |
| Participant deferral / active EE | $6,036 | $4,476+34.8% | $6,0350% | $4,299+40.4% |
| Admin fee / account holder | $98,729 | $8,221+1100.9% | $12,695+677.7% | $6,924+1325.8% |