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 | $136,273 | $110,337+23.5% | $102,383+33.1% | $145,877-6.6% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.8pp |
| Annual return | 8.00% | 24.83%-16.8pp | 24.94%-16.9pp | 551.28%-543.3pp |
| Employer contribution / active EE | $1,185 | $4,216-71.9% | $3,870-69.4% | $4,663-74.6% |
| Participant deferral / active EE | $4,029 | $5,621-28.3% | $5,060-20.4% | $6,691-39.8% |
| Admin fee / account holder | $1,349 | $9,750-86.2% | $8,391-83.9% | $13,402-89.9% |