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 | $96,461 | $63,773+51.3% | $81,286+18.7% | $80,925+19.2% |
| Participation rate | 43.3% | 63.9%-20.6pp | 69.5%-26.2pp | 67.7%-24.3pp |
| Annual return | 10.06% | 16.37%-6.3pp | 24.80%-14.7pp | 35.65%-25.6pp |
| Employer contribution / active EE | $1,372 | $1,979-30.7% | $2,463-44.3% | $2,756-50.2% |
| Participant deferral / active EE | $2,651 | $3,093-14.3% | $3,883-31.7% | $4,299-38.3% |
| Admin fee / account holder | $49,560 | $5,682+772.2% | $5,764+759.8% | $6,940+614.1% |