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 | $67,894+105.9% | $89,340+56.5% | $82,448+69.5% |
| Participation rate | 57.9% | 64.0%-6.2pp | 69.6%-11.7pp | 68.1%-10.2pp |
| Annual return | 10.84% | 19.21%-8.4pp | 20.57%-9.7pp | 41.64%-30.8pp |
| Employer contribution / active EE | $2,670 | $1,828+46.1% | $2,231+19.7% | $2,551+4.7% |
| Participant deferral / active EE | $4,310 | $3,072+40.3% | $3,823+12.7% | $4,139+4.1% |
| Admin fee / account holder | $12,031 | $5,723+110.2% | $6,704+79.5% | $7,234+66.3% |