Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $134,476 | $81,476+65.0% | $102,383+31.3% | $80,925+66.2% |
| Participation rate | 28.6% | 66.8%-38.3pp | 74.5%-45.9pp | 67.7%-39.1pp |
| Annual return | 8.48% | 25.59%-17.1pp | 24.94%-16.5pp | 35.65%-27.2pp |
| Employer contribution / active EE | $1,329 | $3,105-57.2% | $3,870-65.7% | $2,756-51.8% |
| Participant deferral / active EE | $2,770 | $3,871-28.5% | $5,060-45.3% | $4,299-35.6% |
| Admin fee / account holder | $2,045 | $6,717-69.6% | $8,391-75.6% | $6,940-70.5% |