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 | $80,802 | $51,222+57.7% | $70,544+14.5% | $75,173+7.5% |
| Participation rate | 50.0% | 61.0%-11.0pp | 68.4%-18.4pp | 67.2%-17.2pp |
| Annual return | 12.55% | 30.06%-17.5pp | 32.79%-20.2pp | 160.72%-148.2pp |
| Employer contribution / active EE | $1,339 | $1,827-26.7% | $2,976-55.0% | $2,671-49.9% |
| Participant deferral / active EE | $4,147 | $2,850+45.5% | $4,568-9.2% | $4,126+0.5% |
| Admin fee / account holder | $4,707 | $4,096+14.9% | $6,427-26.8% | $5,651-16.7% |