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 | $136,630 | $97,550+40.1% | $120,344+13.5% | $87,485+56.2% |
| Participation rate | 57.6% | 72.8%-15.2pp | 76.7%-19.1pp | 68.9%-11.4pp |
| Annual return | 11.65% | 18.41%-6.8pp | 20.30%-8.7pp | 26.06%-14.4pp |
| Employer contribution / active EE | $1,207 | $2,291-47.3% | $3,020-60.0% | $2,596-53.5% |
| Participant deferral / active EE | $4,426 | $4,230+4.6% | $5,135-13.8% | $4,274+3.6% |
| Admin fee / account holder | $4,060 | $9,543-57.5% | $12,742-68.1% | $7,775-47.8% |