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 | $127,721 | $95,453+33.8% | $112,040+14.0% | $82,448+54.9% |
| Participation rate | 47.7% | 72.8%-25.0pp | 76.5%-28.8pp | 68.1%-20.3pp |
| Annual return | 11.38% | 23.92%-12.5pp | 24.52%-13.1pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,818 | $2,318-21.6% | $2,954-38.5% | $2,551-28.7% |
| Participant deferral / active EE | $3,179 | $4,224-24.7% | $5,098-37.6% | $4,139-23.2% |
| Admin fee / account holder | $4,837 | $9,013-46.3% | $12,098-60.0% | $7,234-33.1% |