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 | $113,437 | $106,864+6.2% | $147,318-23.0% | $82,637+37.3% |
| Participation rate | 54.3% | 75.5%-21.2pp | 82.1%-27.8pp | 68.1%-13.8pp |
| Annual return | 13.95% | 27.49%-13.5pp | 70.43%-56.5pp | 53.51%-39.6pp |
| Employer contribution / active EE | $1,539 | $3,417-54.9% | $4,593-66.5% | $2,552-39.7% |
| Participant deferral / active EE | $3,816 | $6,496-41.3% | $7,906-51.7% | $4,126-7.5% |
| Admin fee / account holder | $9,839 | $8,415+16.9% | $13,708-28.2% | $7,339+34.1% |