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 | $123,272 | $90,400+36.4% | $186,193-33.8% | $87,485+40.9% |
| Participation rate | 58.5% | 66.2%-7.7pp | 77.1%-18.6pp | 68.9%-10.4pp |
| Annual return | 12.22% | 22.15%-9.9pp | 78.03%-65.8pp | 26.06%-13.8pp |
| Employer contribution / active EE | $625 | $2,170-71.2% | $3,918-84.0% | $2,596-75.9% |
| Participant deferral / active EE | $3,224 | $4,330-25.5% | $6,513-50.5% | $4,274-24.6% |
| Admin fee / account holder | $14,493 | $8,673+67.1% | $11,058+31.1% | $7,775+86.4% |