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 | $115,923 | $86,298+34.3% | $111,308+4.1% | $85,847+35.0% |
| Participation rate | 31.3% | 73.3%-42.1pp | 77.3%-46.1pp | 69.3%-38.1pp |
| Annual return | 8.66% | 19.99%-11.3pp | 54.67%-46.0pp | 318.61%-309.9pp |
| Employer contribution / active EE | $1,128 | $2,044-44.8% | $2,732-58.7% | $2,565-56.0% |
| Participant deferral / active EE | $3,290 | $3,641-9.6% | $4,487-26.7% | $3,952-16.8% |
| Admin fee / account holder | $1,071 | $8,189-86.9% | $7,965-86.6% | $6,261-82.9% |