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 | $110,755 | $71,197+55.6% | $93,669+18.2% | $80,925+36.9% |
| Participation rate | 64.3% | 60.4%+3.9pp | 68.7%-4.4pp | 67.7%-3.4pp |
| Annual return | 9.28% | 11.27%-2.0pp | 133.59%-124.3pp | 35.65%-26.4pp |
| Employer contribution / active EE | $1,025 | $1,565-34.5% | $2,424-57.7% | $2,756-62.8% |
| Participant deferral / active EE | $2,748 | $4,036-31.9% | $4,416-37.8% | $4,299-36.1% |
| Admin fee / account holder | $12,834 | $6,959+84.4% | $8,291+54.8% | $6,940+84.9% |