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 | $83,308 | $81,276+2.5% | $155,574-46.5% | $80,925+2.9% |
| Participation rate | 43.3% | 66.2%-22.9pp | 78.2%-34.9pp | 67.7%-24.3pp |
| Annual return | 8.11% | 33.36%-25.2pp | 64.87%-56.8pp | 35.65%-27.5pp |
| Employer contribution / active EE | $830 | $3,103-73.3% | $4,676-82.3% | $2,756-69.9% |
| Participant deferral / active EE | $2,090 | $3,453-39.5% | $5,629-62.9% | $4,299-51.4% |
| Admin fee / account holder | $6,292 | $7,993-21.3% | $15,914-60.5% | $6,940-9.3% |