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 | $103,567 | $86,949+19.1% | $102,460+1.1% | $80,959+27.9% |
| Participation rate | 56.7% | 72.4%-15.7pp | 76.5%-19.8pp | 67.7%-11.0pp |
| Annual return | 10.07% | 18.89%-8.8pp | 29.47%-19.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $2,548 | $2,370+7.5% | $3,025-15.8% | $2,757-7.6% |
| Participant deferral / active EE | $3,020 | $4,121-26.7% | $5,056-40.3% | $4,300-29.8% |
| Admin fee / account holder | $26,993 | $8,048+235.4% | $9,460+185.3% | $6,925+289.8% |