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 | $93,328 | $67,602+38.1% | $82,312+13.4% | $70,126+33.1% |
| Participation rate | 61.5% | 72.8%-11.2pp | 76.9%-15.4pp | 69.5%-8.0pp |
| Annual return | 11.22% | 21.57%-10.3pp | 25.88%-14.7pp | 73.15%-61.9pp |
| Employer contribution / active EE | $1,862 | $1,755+6.1% | $2,428-23.3% | $2,343-20.5% |
| Participant deferral / active EE | $4,368 | $2,987+46.2% | $3,706+17.8% | $3,332+31.1% |
| Admin fee / account holder | $1,157 | $4,512-74.4% | $5,608-79.4% | $4,645-75.1% |