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 | $101,091 | $97,550+3.6% | $120,344-16.0% | $87,485+15.6% |
| Participation rate | 51.0% | 72.8%-21.8pp | 76.7%-25.7pp | 68.9%-17.9pp |
| Annual return | 10.77% | 18.41%-7.6pp | 20.30%-9.5pp | 26.06%-15.3pp |
| Employer contribution / active EE | $1,063 | $2,291-53.6% | $3,020-64.8% | $2,596-59.1% |
| Participant deferral / active EE | $3,302 | $4,230-21.9% | $5,135-35.7% | $4,274-22.7% |
| Admin fee / account holder | $8,065 | $9,543-15.5% | $12,742-36.7% | $7,775+3.7% |