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 | $117,829 | $75,720+55.6% | $90,312+30.5% | $86,983+35.5% |
| Participation rate | 59.2% | 66.3%-7.1pp | 72.9%-13.7pp | 69.5%-10.4pp |
| Annual return | 10.94% | 18.55%-7.6pp | 18.90%-8.0pp | 25.83%-14.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,243-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,841 | $3,001-38.6% | $3,749-50.9% | $4,194-56.1% |
| Admin fee / account holder | $7,125 | $6,201+14.9% | $8,248-13.6% | $7,856-9.3% |