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 | $136,157 | $81,476+67.1% | $102,383+33.0% | $80,925+68.3% |
| Participation rate | 48.2% | 66.8%-18.6pp | 74.5%-26.3pp | 67.7%-19.4pp |
| Annual return | 9.19% | 25.59%-16.4pp | 24.94%-15.7pp | 35.65%-26.5pp |
| Employer contribution / active EE | $1,984 | $3,105-36.1% | $3,870-48.7% | $2,756-28.0% |
| Participant deferral / active EE | $4,172 | $3,871+7.8% | $5,060-17.5% | $4,299-2.9% |
| Admin fee / account holder | $14,489 | $6,717+115.7% | $8,391+72.7% | $6,940+108.8% |