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 | $95,315 | $25,014+281.0% | $69,460+37.2% | $80,911+17.8% |
| Participation rate | 24.0% | 64.2%-40.2pp | 66.4%-42.4pp | 67.6%-43.6pp |
| Annual return | 11.43% | 19.08%-7.6pp | 100.80%-89.4pp | 35.63%-24.2pp |
| Employer contribution / active EE | $449 | $991-54.7% | $1,714-73.8% | $2,756-83.7% |
| Participant deferral / active EE | $1,561 | $1,839-15.1% | $2,890-46.0% | $4,297-63.7% |
| Admin fee / account holder | $2,786 | $2,491+11.8% | $4,695-40.7% | $6,935-59.8% |