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 | $84,196 | $69,977+20.3% | $108,582-22.5% | $62,881+33.9% |
| Participation rate | 40.0% | 72.9%-32.9pp | 79.6%-39.6pp | 69.3%-29.3pp |
| Annual return | 2.24% | 10.73%-8.5pp | -51.70%+53.9pp | 20.14%-17.9pp |
| Employer contribution / active EE | $898 | $2,135-58.0% | $3,758-76.1% | $2,281-60.6% |
| Participant deferral / active EE | $2,747 | $3,165-13.2% | $4,311-36.3% | $3,203-14.2% |
| Admin fee / account holder | $6,525 | $5,076+28.5% | $7,645-14.7% | $4,296+51.9% |