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 | $139,790 | $69,273+101.8% | $90,796+54.0% | $82,637+69.2% |
| Participation rate | 57.9% | 64.0%-6.1pp | 69.5%-11.6pp | 68.1%-10.2pp |
| Annual return | 10.84% | 18.37%-7.5pp | 19.29%-8.5pp | 53.51%-42.7pp |
| Employer contribution / active EE | $2,670 | $1,865+43.2% | $2,294+16.4% | $2,552+4.6% |
| Participant deferral / active EE | $4,310 | $3,047+41.4% | $3,822+12.8% | $4,126+4.4% |
| Admin fee / account holder | $12,031 | $5,511+118.3% | $7,024+71.3% | $7,339+63.9% |