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 | $117,337 | $86,922+35.0% | $102,438+14.5% | $80,874+45.1% |
| Participation rate | 66.2% | 72.4%-6.2pp | 76.5%-10.3pp | 67.6%-1.4pp |
| Annual return | 9.92% | 18.90%-9.0pp | 29.37%-19.4pp | 35.62%-25.7pp |
| Employer contribution / active EE | $1,986 | $2,369-16.2% | $3,024-34.3% | $2,756-27.9% |
| Participant deferral / active EE | $4,304 | $4,119+4.5% | $5,054-14.8% | $4,297+0.2% |
| Admin fee / account holder | $25,669 | $8,050+218.9% | $9,448+171.7% | $6,935+270.1% |