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 | $100,337 | $58,493+71.5% | $84,021+19.4% | $72,975+37.5% |
| Participation rate | 69.8% | 61.2%+8.6pp | 69.0%+0.8pp | 69.5%+0.4pp |
| Annual return | 16.23% | 28.93%-12.7pp | 71.32%-55.1pp | 81.01%-64.8pp |
| Employer contribution / active EE | $1,553 | $1,163+33.5% | $1,984-21.7% | $2,440-36.4% |
| Participant deferral / active EE | $5,234 | $2,394+118.6% | $3,239+61.6% | $3,608+45.1% |
| Admin fee / account holder | $4,442 | $4,569-2.8% | $6,102-27.2% | $5,124-13.3% |