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 | $116,849 | $73,978+58.0% | $96,515+21.1% | $75,173+55.4% |
| Participation rate | 64.9% | 66.4%-1.6pp | 74.3%-9.5pp | 67.2%-2.3pp |
| Annual return | 11.54% | 26.72%-15.2pp | 35.73%-24.2pp | 160.72%-149.2pp |
| Employer contribution / active EE | $886 | $2,931-69.8% | $3,740-76.3% | $2,671-66.8% |
| Participant deferral / active EE | $4,428 | $3,660+21.0% | $4,880-9.3% | $4,126+7.3% |
| Admin fee / account holder | $12,945 | $5,219+148.0% | $6,735+92.2% | $5,651+129.1% |