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 | $111,947 | $106,524+5.1% | $152,301-26.5% | $87,485+28.0% |
| Participation rate | 62.3% | 75.8%-13.5pp | 82.4%-20.2pp | 68.9%-6.6pp |
| Annual return | 13.54% | 26.89%-13.3pp | 80.50%-67.0pp | 26.06%-12.5pp |
| Employer contribution / active EE | $1,250 | $3,371-62.9% | $4,624-73.0% | $2,596-51.9% |
| Participant deferral / active EE | $6,712 | $6,525+2.9% | $8,004-16.1% | $4,274+57.1% |
| Admin fee / account holder | $2,316 | $8,287-72.1% | $14,398-83.9% | $7,775-70.2% |