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 | $111,094 | $106,749+4.1% | $145,433-23.6% | $82,448+34.7% |
| Participation rate | 65.4% | 75.6%-10.3pp | 82.1%-16.7pp | 68.1%-2.7pp |
| Annual return | 10.30% | 27.59%-17.3pp | 66.58%-56.3pp | 41.64%-31.3pp |
| Employer contribution / active EE | $2,028 | $3,444-41.1% | $4,554-55.5% | $2,551-20.5% |
| Participant deferral / active EE | $2,961 | $6,519-54.6% | $7,897-62.5% | $4,139-28.5% |
| Admin fee / account holder | $7,570 | $8,390-9.8% | $13,129-42.3% | $7,234+4.6% |