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 | $108,815 | $65,034+67.3% | $90,970+19.6% | $79,856+36.3% |
| Participation rate | 69.1% | 61.6%+7.5pp | 69.0%+0.1pp | 69.6%-0.5pp |
| Annual return | 10.16% | 30.45%-20.3pp | 134.60%-124.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,317 | $1,247+5.6% | $2,122-37.9% | $2,471-46.7% |
| Participant deferral / active EE | $4,291 | $2,512+70.8% | $3,373+27.2% | $3,741+14.7% |
| Admin fee / account holder | $7,168 | $4,536+58.0% | $5,961+20.2% | $5,306+35.1% |