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 | $78,286 | $58,627+33.5% | $76,735+2.0% | $82,448-5.0% |
| Participation rate | 49.4% | 63.2%-13.9pp | 69.5%-20.1pp | 68.1%-18.7pp |
| Annual return | 11.68% | 39.10%-27.4pp | 29.77%-18.1pp | 41.64%-30.0pp |
| Employer contribution / active EE | $400 | $1,729-76.9% | $2,454-83.7% | $2,551-84.3% |
| Participant deferral / active EE | $2,604 | $3,134-16.9% | $4,088-36.3% | $4,139-37.1% |
| Admin fee / account holder | $6,906 | $5,323+29.8% | $7,189-3.9% | $7,234-4.5% |