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 | $96,939 | $64,517+50.3% | $81,438+19.0% | $80,874+19.9% |
| Participation rate | 60.3% | 63.9%-3.7pp | 69.5%-9.3pp | 67.6%-7.4pp |
| Annual return | 10.02% | 16.35%-6.3pp | 24.74%-14.7pp | 35.62%-25.6pp |
| Employer contribution / active EE | $2,063 | $1,982+4.1% | $2,460-16.2% | $2,756-25.2% |
| Participant deferral / active EE | $4,186 | $3,096+35.2% | $3,883+7.8% | $4,297-2.6% |
| Admin fee / account holder | $8,761 | $5,677+54.3% | $5,764+52.0% | $6,935+26.3% |