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 | $112,929 | $110,137+2.5% | $161,149-29.9% | $82,637+36.7% |
| Participation rate | 58.3% | 72.4%-14.0pp | 78.8%-20.5pp | 68.1%-9.7pp |
| Annual return | 10.27% | 20.69%-10.4pp | 21.16%-10.9pp | 53.51%-43.2pp |
| Employer contribution / active EE | $1,778 | $2,856-37.8% | $4,360-59.2% | $2,552-30.4% |
| Participant deferral / active EE | $5,523 | $4,575+20.7% | $6,153-10.2% | $4,126+33.9% |
| Admin fee / account holder | $16,104 | $9,467+70.1% | $15,194+6.0% | $7,339+119.4% |