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 | $123,595 | $81,358+51.9% | $155,556-20.5% | $80,959+52.7% |
| Participation rate | 54.5% | 66.3%-11.7pp | 78.2%-23.7pp | 67.7%-13.1pp |
| Annual return | 8.17% | 33.39%-25.2pp | 64.84%-56.7pp | 35.67%-27.5pp |
| Employer contribution / active EE | $637 | $3,106-79.5% | $4,675-86.4% | $2,757-76.9% |
| Participant deferral / active EE | $2,066 | $3,455-40.2% | $5,631-63.3% | $4,300-52.0% |
| Admin fee / account holder | $11,816 | $7,994+47.8% | $15,885-25.6% | $6,925+70.6% |