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 | $100,880 | $86,938+16.0% | $102,423-1.5% | $80,925+24.7% |
| Participation rate | 58.8% | 72.4%-13.6pp | 76.5%-17.7pp | 67.7%-8.8pp |
| Annual return | 8.22% | 18.89%-10.7pp | 29.42%-21.2pp | 35.65%-27.4pp |
| Employer contribution / active EE | $1,378 | $2,369-41.8% | $3,023-54.4% | $2,756-50.0% |
| Participant deferral / active EE | $2,829 | $4,120-31.3% | $5,054-44.0% | $4,299-34.2% |
| Admin fee / account holder | $4,304 | $8,053-46.6% | $9,455-54.5% | $6,940-38.0% |