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 | $107,061 | $60,442+77.1% | $96,754+10.7% | $87,485+22.4% |
| Participation rate | 59.1% | 58.7%+0.4pp | 70.3%-11.2pp | 68.9%-9.8pp |
| Annual return | 12.64% | 21.97%-9.3pp | 82.04%-69.4pp | 26.06%-13.4pp |
| Employer contribution / active EE | $899 | $1,691-46.9% | $2,679-66.5% | $2,596-65.4% |
| Participant deferral / active EE | $1,520 | $3,280-53.6% | $4,758-68.0% | $4,274-64.4% |
| Admin fee / account holder | $16,413 | $5,069+223.8% | $8,905+84.3% | $7,775+111.1% |