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 | $103,331 | $78,423+31.8% | $95,964+7.7% | $79,856+29.4% |
| Participation rate | 69.2% | 73.5%-4.3pp | 77.1%-7.9pp | 69.6%-0.4pp |
| Annual return | 9.50% | 19.37%-9.9pp | 91.64%-82.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,411 | $3,440+28.2% | $4,167+5.9% | $3,741+17.9% |
| Admin fee / account holder | $3,420 | $5,622-39.2% | $6,797-49.7% | $5,306-35.6% |