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 | $127,427 | $36,844+245.9% | $83,854+52.0% | $65,306+95.1% |
| Participation rate | 35.6% | 29.2%+6.4pp | 59.1%-23.5pp | 57.7%-22.0pp |
| Annual return | 12.88% | 22.28%-9.4pp | 31.39%-18.5pp | 21.94%-9.1pp |
| Employer contribution / active EE | $857 | $415+106.4% | $1,017-15.8% | $1,967-56.5% |
| Participant deferral / active EE | $2,651 | $1,040+154.9% | $2,035+30.2% | $2,959-10.4% |
| Admin fee / account holder | $3,432 | $2,546+34.8% | $3,197+7.4% | $3,480-1.4% |