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 | $82,015 | $59,115+38.7% | $77,175+6.3% | $75,173+9.1% |
| Participation rate | 36.8% | 63.8%-27.0pp | 69.6%-32.7pp | 67.2%-30.4pp |
| Annual return | 11.21% | 26.71%-15.5pp | 37.88%-26.7pp | 160.65%-149.4pp |
| Employer contribution / active EE | $830 | $1,995-58.4% | $2,533-67.2% | $2,670-68.9% |
| Participant deferral / active EE | $3,301 | $2,998+10.1% | $3,832-13.9% | $4,126-20.0% |
| Admin fee / account holder | $2,254 | $4,776-52.8% | $5,474-58.8% | $5,651-60.1% |