Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $109,753 | $58,099+88.9% | $76,872+42.8% | $75,173+46.0% |
| Participation rate | 14.3% | 63.9%-49.6pp | 69.6%-55.3pp | 67.2%-52.9pp |
| Annual return | 12.51% | 26.71%-14.2pp | 37.90%-25.4pp | 160.72%-148.2pp |
| Employer contribution / active EE | $740 | $1,996-62.9% | $2,533-70.8% | $2,671-72.3% |
| Participant deferral / active EE | $1,208 | $2,999-59.7% | $3,832-68.5% | $4,126-70.7% |
| Admin fee / account holder | $5,011 | $4,778+4.9% | $5,476-8.5% | $5,651-11.3% |