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 | $100,735 | $182,442-44.8% | $163,379-38.3% | $138,895-27.5% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.8%-36.8pp | 79.9%-39.9pp |
| Annual return | 9.15% | 72.74%-63.6pp | 63.41%-54.3pp | 145.39%-136.2pp |
| Employer contribution / active EE | $1,300 | $4,159-68.7% | $3,752-65.3% | $4,194-69.0% |
| Participant deferral / active EE | $4,143 | $6,817-39.2% | $6,282-34.0% | $6,396-35.2% |
| Admin fee / account holder | $10,558 | $10,396+1.6% | $9,818+7.5% | $12,562-16.0% |