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 | $130,815 | $100,194+30.6% | $122,979+6.4% | $86,983+50.4% |
| Participation rate | 48.5% | 73.0%-24.5pp | 77.2%-28.7pp | 69.5%-21.1pp |
| Annual return | 10.45% | 16.47%-6.0pp | 20.12%-9.7pp | 25.83%-15.4pp |
| Employer contribution / active EE | $1,264 | $2,326-45.7% | $3,062-58.7% | $2,584-51.1% |
| Participant deferral / active EE | $2,629 | $4,133-36.4% | $5,003-47.4% | $4,194-37.3% |
| Admin fee / account holder | $877 | $10,148-91.4% | $12,864-93.2% | $7,856-88.8% |