Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $98,613 | $86,940+13.4% | $102,434-3.7% | $80,935+21.8% |
| Participation rate | 60.7% | 72.4%-11.7pp | 76.5%-15.8pp | 67.7%-6.9pp |
| Annual return | 10.00% | 18.89%-8.9pp | 29.46%-19.5pp | 35.66%-25.7pp |
| Employer contribution / active EE | $1,750 | $2,370-26.2% | $3,023-42.1% | $2,757-36.5% |
| Participant deferral / active EE | $4,816 | $4,121+16.9% | $5,055-4.7% | $4,299+12.0% |
| Admin fee / account holder | $911 | $8,047-88.7% | $9,462-90.4% | $6,924-86.8% |