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 | $126,131 | $81,358+55.0% | $155,556-18.9% | $80,959+55.8% |
| Participation rate | 67.9% | 66.3%+1.7pp | 78.2%-10.3pp | 67.7%+0.3pp |
| Annual return | 9.79% | 33.39%-23.6pp | 64.84%-55.1pp | 35.67%-25.9pp |
| Employer contribution / active EE | $4,355 | $3,106+40.2% | $4,675-6.9% | $2,757+57.9% |
| Participant deferral / active EE | $3,688 | $3,455+6.7% | $5,631-34.5% | $4,300-14.2% |
| Admin fee / account holder | $16,191 | $7,994+102.6% | $15,885+1.9% | $6,925+133.8% |