Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $93,425 | $67,894+37.6% | $89,340+4.6% | $82,448+13.3% |
| Participation rate | 61.3% | 64.0%-2.8pp | 69.6%-8.3pp | 68.1%-6.8pp |
| Annual return | 10.48% | 19.21%-8.7pp | 20.57%-10.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $3,193 | $1,828+74.7% | $2,231+43.1% | $2,551+25.2% |
| Participant deferral / active EE | $8,904 | $3,072+189.8% | $3,823+132.9% | $4,139+115.1% |
| Admin fee / account holder | $52,324 | $5,723+814.3% | $6,704+680.5% | $7,234+623.3% |