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 | $113,411 | $81,487+39.2% | $102,412+10.7% | $80,935+40.1% |
| Participation rate | 60.7% | 66.8%-6.1pp | 74.5%-13.8pp | 67.7%-6.9pp |
| Annual return | 9.44% | 25.60%-16.2pp | 24.94%-15.5pp | 35.66%-26.2pp |
| Employer contribution / active EE | $1,019 | $3,103-67.2% | $3,870-73.7% | $2,757-63.0% |
| Participant deferral / active EE | $7,650 | $3,871+97.6% | $5,060+51.2% | $4,299+77.9% |
| Admin fee / account holder | $27,288 | $6,717+306.2% | $8,388+225.3% | $6,924+294.1% |