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 | $108,803 | $91,559+18.8% | $133,978-18.8% | $79,856+36.2% |
| Participation rate | 61.7% | 73.3%-11.6pp | 79.8%-18.1pp | 69.6%-7.9pp |
| Annual return | 1.20% | 61.85%-60.6pp | 45.10%-43.9pp | 31.71%-30.5pp |
| Employer contribution / active EE | $1,410 | $2,384-40.8% | $3,919-64.0% | $2,471-42.9% |
| Participant deferral / active EE | $3,786 | $3,734+1.4% | $5,047-25.0% | $3,741+1.2% |
| Admin fee / account holder | $1,111 | $6,321-82.4% | $8,930-87.6% | $5,306-79.1% |