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 | $97,262 | $79,867+21.8% | $120,344-19.2% | $64,340+51.2% |
| Participation rate | 66.3% | 63.0%+3.4pp | 76.7%-10.4pp | 55.2%+11.1pp |
| Annual return | 10.85% | 21.10%-10.3pp | 20.30%-9.5pp | 24.14%-13.3pp |
| Employer contribution / active EE | $939 | $1,925-51.2% | $3,020-68.9% | $1,862-49.5% |
| Participant deferral / active EE | $3,273 | $3,593-8.9% | $5,135-36.3% | $2,980+9.8% |
| Admin fee / account holder | $4,831 | $5,039-4.1% | $12,742-62.1% | $3,703+30.5% |