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 | $127,693 | $108,825+17.3% | $156,181-18.2% | $82,448+54.9% |
| Participation rate | 35.9% | 72.4%-36.5pp | 78.8%-42.9pp | 68.1%-32.2pp |
| Annual return | 11.42% | 20.59%-9.2pp | 64.87%-53.5pp | 41.64%-30.2pp |
| Employer contribution / active EE | $949 | $2,870-66.9% | $4,294-77.9% | $2,551-62.8% |
| Participant deferral / active EE | $2,377 | $4,577-48.1% | $6,132-61.2% | $4,139-42.6% |
| Admin fee / account holder | $6,283 | $9,341-32.7% | $14,586-56.9% | $7,234-13.2% |