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 | $109,051 | $100,073+9.0% | $85,126+28.1% | $145,877-25.2% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 6.66% | 84.11%-77.5pp | 66.63%-60.0pp | 551.28%-544.6pp |
| Employer contribution / active EE | $1,002 | $3,236-69.1% | $2,731-63.3% | $4,663-78.5% |
| Participant deferral / active EE | $3,518 | $5,294-33.6% | $4,523-22.2% | $6,691-47.4% |
| Admin fee / account holder | $2,176 | $7,261-70.0% | $6,160-64.7% | $13,402-83.8% |