Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $104,019 | $97,550+6.6% | $120,344-13.6% | $87,485+18.9% |
| Participation rate | 69.1% | 72.8%-3.7pp | 76.7%-7.6pp | 68.9%+0.2pp |
| Annual return | 11.32% | 18.41%-7.1pp | 20.30%-9.0pp | 26.06%-14.7pp |
| Employer contribution / active EE | $1,732 | $2,291-24.4% | $3,020-42.7% | $2,596-33.3% |
| Participant deferral / active EE | $4,449 | $4,230+5.2% | $5,135-13.4% | $4,274+4.1% |
| Admin fee / account holder | $4,972 | $9,543-47.9% | $12,742-61.0% | $7,775-36.0% |