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 | $100,041 | $69,444+44.1% | $92,985+7.6% | $87,485+14.4% |
| Participation rate | 55.8% | 63.3%-7.5pp | 69.5%-13.7pp | 68.9%-13.1pp |
| Annual return | 10.96% | 23.85%-12.9pp | 27.99%-17.0pp | 26.06%-15.1pp |
| Employer contribution / active EE | $610 | $1,917-68.2% | $2,662-77.1% | $2,596-76.5% |
| Participant deferral / active EE | $2,567 | $3,364-23.7% | $4,377-41.3% | $4,274-39.9% |
| Admin fee / account holder | $22,812 | $6,137+271.7% | $9,463+141.1% | $7,775+193.4% |