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 | $111,957 | $201,344-44.4% | $184,243-39.2% | $145,877-23.3% |
| Participation rate | 61.5% | 87.5%-26.0pp | 86.8%-25.3pp | 80.3%-18.8pp |
| Annual return | 9.56% | 29.01%-19.4pp | 28.82%-19.3pp | 551.28%-541.7pp |
| Employer contribution / active EE | $1,969 | $7,022-72.0% | $6,427-69.4% | $4,663-57.8% |
| Participant deferral / active EE | $4,113 | $9,807-58.1% | $9,132-55.0% | $6,691-38.5% |
| Admin fee / account holder | $5,846 | $16,382-64.3% | $13,914-58.0% | $13,402-56.4% |