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 | $110,150 | $91,559+20.3% | $133,978-17.8% | $79,856+37.9% |
| Participation rate | 44.9% | 73.3%-28.4pp | 79.8%-34.9pp | 69.6%-24.7pp |
| Annual return | 7.61% | 61.85%-54.2pp | 45.10%-37.5pp | 31.71%-24.1pp |
| Employer contribution / active EE | $961 | $2,384-59.7% | $3,919-75.5% | $2,471-61.1% |
| Participant deferral / active EE | $1,996 | $3,734-46.6% | $5,047-60.5% | $3,741-46.6% |
| Admin fee / account holder | $9,180 | $6,321+45.2% | $8,930+2.8% | $5,306+73.0% |