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 | $81,331+2.4% | $155,534-46.4% | $80,935+2.9% |
| Participation rate | 43.3% | 66.3%-22.9pp | 78.2%-34.9pp | 67.7%-24.3pp |
| Annual return | 8.11% | 33.37%-25.3pp | 64.92%-56.8pp | 35.66%-27.5pp |
| Employer contribution / active EE | $830 | $3,105-73.3% | $4,675-82.2% | $2,757-69.9% |
| Participant deferral / active EE | $2,090 | $3,454-39.5% | $5,630-62.9% | $4,299-51.4% |
| Admin fee / account holder | $6,292 | $7,999-21.3% | $15,900-60.4% | $6,924-9.1% |