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 | $129,684 | $75,541+71.7% | $152,093-14.7% | $82,637+56.9% |
| Participation rate | 45.0% | 66.5%-21.5pp | 77.8%-32.8pp | 68.1%-23.1pp |
| Annual return | 12.71% | 32.56%-19.9pp | 66.36%-53.7pp | 53.51%-40.8pp |
| Employer contribution / active EE | $890 | $2,622-66.1% | $4,175-78.7% | $2,552-65.1% |
| Participant deferral / active EE | $1,476 | $3,206-54.0% | $5,451-72.9% | $4,126-64.2% |
| Admin fee / account holder | $5,615 | $6,405-12.3% | $14,497-61.3% | $7,339-23.5% |