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 | $138,767 | $73,787+88.1% | $98,716+40.6% | $82,448+68.3% |
| Participation rate | 67.9% | 61.4%+6.4pp | 69.3%-1.4pp | 68.1%-0.2pp |
| Annual return | 9.75% | 18.57%-8.8pp | 31.81%-22.1pp | 41.64%-31.9pp |
| Employer contribution / active EE | $920 | $1,511-39.1% | $2,279-59.6% | $2,551-63.9% |
| Participant deferral / active EE | $5,340 | $3,081+73.3% | $4,048+31.9% | $4,139+29.0% |
| Admin fee / account holder | $5,409 | $6,500-16.8% | $8,703-37.9% | $7,234-25.2% |