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 | $99,796 | $73,978+34.9% | $96,515+3.4% | $75,173+32.8% |
| Participation rate | 43.2% | 66.4%-23.2pp | 74.3%-31.1pp | 67.2%-24.0pp |
| Annual return | 10.42% | 26.72%-16.3pp | 35.73%-25.3pp | 160.72%-150.3pp |
| Employer contribution / active EE | $1,911 | $2,931-34.8% | $3,740-48.9% | $2,671-28.4% |
| Participant deferral / active EE | $4,344 | $3,660+18.7% | $4,880-11.0% | $4,126+5.3% |
| Admin fee / account holder | $3,463 | $5,219-33.6% | $6,735-48.6% | $5,651-38.7% |