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 | $123,883 | $49,791+148.8% | $78,210+58.4% | $70,126+76.7% |
| Participation rate | 27.9% | 62.3%-34.4pp | 68.7%-40.8pp | 69.5%-41.6pp |
| Annual return | 9.28% | 20.75%-11.5pp | 40.90%-31.6pp | 73.15%-63.9pp |
| Employer contribution / active EE | $310 | $1,430-78.3% | $2,034-84.8% | $2,343-86.8% |
| Participant deferral / active EE | $1,527 | $2,150-29.0% | $2,823-45.9% | $3,332-54.2% |
| Admin fee / account holder | $5,973 | $3,181+87.8% | $3,758+58.9% | $4,645+28.6% |