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 | $124,918 | $96,052+30.1% | $118,106+5.8% | $87,485+42.8% |
| Participation rate | 30.8% | 77.0%-46.3pp | 81.9%-51.1pp | 68.9%-38.2pp |
| Annual return | 10.02% | 24.16%-14.1pp | 19.44%-9.4pp | 26.06%-16.0pp |
| Employer contribution / active EE | $1,219 | $3,939-69.1% | $4,698-74.1% | $2,596-53.1% |
| Participant deferral / active EE | $3,486 | $5,793-39.8% | $6,619-47.3% | $4,274-18.4% |
| Admin fee / account holder | $12,403 | $7,618+62.8% | $8,973+38.2% | $7,775+59.5% |