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 | $134,012 | $136,860-2.1% | $120,344+11.4% | $154,746-13.4% |
| Participation rate | 40.0% | 79.9%-39.9pp | 76.7%-36.7pp | 80.7%-40.7pp |
| Annual return | 2.17% | 21.38%-19.2pp | 20.30%-18.1pp | 172.34%-170.2pp |
| Employer contribution / active EE | $1,481 | $3,533-58.1% | $3,020-51.0% | $4,379-66.2% |
| Participant deferral / active EE | $2,900 | $5,793-49.9% | $5,135-43.5% | $6,730-56.9% |
| Admin fee / account holder | $5,322 | $15,393-65.4% | $12,742-58.2% | $14,365-63.0% |