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 | $126,920 | $146,267-13.2% | $197,124-35.6% | $82,448+53.9% |
| Participation rate | 62.2% | 84.0%-21.9pp | 86.7%-24.6pp | 68.1%-5.9pp |
| Annual return | 12.66% | 29.61%-16.9pp | 44.34%-31.7pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,998 | $4,723-57.7% | $6,227-67.9% | $2,551-21.7% |
| Participant deferral / active EE | $3,659 | $7,035-48.0% | $9,135-59.9% | $4,139-11.6% |
| Admin fee / account holder | $6,036 | $14,422-58.1% | $16,298-63.0% | $7,234-16.6% |