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 | $141,026 | $87,106+61.9% | $105,607+33.5% | $80,935+74.2% |
| Participation rate | 67.4% | 70.4%-3.0pp | 75.3%-7.9pp | 67.7%-0.3pp |
| Annual return | 5.01% | 17.01%-12.0pp | 116.11%-111.1pp | 35.66%-30.7pp |
| Employer contribution / active EE | $1,275 | $2,396-46.8% | $3,167-59.7% | $2,757-53.7% |
| Participant deferral / active EE | $3,430 | $3,986-13.9% | $5,011-31.5% | $4,299-20.2% |
| Admin fee / account holder | $4,290 | $8,447-49.2% | $10,958-60.9% | $6,924-38.0% |