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 | $116,046 | $106,749+8.7% | $145,433-20.2% | $82,448+40.8% |
| Participation rate | 64.3% | 75.6%-11.4pp | 82.1%-17.8pp | 68.1%-3.8pp |
| Annual return | 14.08% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $3,024 | $3,444-12.2% | $4,554-33.6% | $2,551+18.5% |
| Participant deferral / active EE | $6,715 | $6,519+3.0% | $7,897-15.0% | $4,139+62.2% |
| Admin fee / account holder | $1,020 | $8,390-87.8% | $13,129-92.2% | $7,234-85.9% |