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 | $113,590 | $64,920+75.0% | $103,693+9.5% | $86,983+30.6% |
| Participation rate | 64.0% | 63.6%+0.4pp | 72.6%-8.6pp | 69.5%-5.5pp |
| Annual return | 3.15% | 30.29%-27.1pp | 47.61%-44.5pp | 25.83%-22.7pp |
| Employer contribution / active EE | $2,868 | $2,141+34.0% | $2,920-1.8% | $2,584+11.0% |
| Participant deferral / active EE | $4,449 | $3,241+37.3% | $4,579-2.8% | $4,194+6.1% |
| Admin fee / account holder | $11,644 | $6,191+88.1% | $7,858+48.2% | $7,856+48.2% |