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 | $131,236 | $80,855+62.3% | $153,416-14.5% | $86,983+50.9% |
| Participation rate | 19.6% | 64.1%-44.5pp | 74.3%-54.7pp | 69.5%-49.9pp |
| Annual return | 9.88% | 16.18%-6.3pp | 17.84%-8.0pp | 25.83%-15.9pp |
| Employer contribution / active EE | $803 | $2,308-65.2% | $3,764-78.7% | $2,584-68.9% |
| Participant deferral / active EE | $1,426 | $3,333-57.2% | $4,723-69.8% | $4,194-66.0% |
| Admin fee / account holder | $1,636 | $6,908-76.3% | $13,095-87.5% | $7,856-79.2% |