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 | $129,247 | $67,894+90.4% | $89,340+44.7% | $82,448+56.8% |
| Participation rate | 23.1% | 64.0%-41.0pp | 69.6%-46.5pp | 68.1%-45.0pp |
| Annual return | 5.36% | 19.21%-13.8pp | 20.57%-15.2pp | 41.64%-36.3pp |
| Employer contribution / active EE | $1,032 | $1,828-43.5% | $2,231-53.7% | $2,551-59.5% |
| Participant deferral / active EE | $2,890 | $3,072-5.9% | $3,823-24.4% | $4,139-30.2% |
| Admin fee / account holder | $713 | $5,723-87.5% | $6,704-89.4% | $7,234-90.1% |