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 | $124,677 | $123,793+0.7% | $177,840-29.9% | $79,852+56.1% |
| Participation rate | 31.4% | 84.7%-53.3pp | 87.7%-56.3pp | 69.6%-38.3pp |
| Annual return | 9.63% | 22.82%-13.2pp | 48.32%-38.7pp | 31.72%-22.1pp |
| Employer contribution / active EE | $1,493 | $4,095-63.5% | $5,919-74.8% | $2,471-39.6% |
| Participant deferral / active EE | $3,006 | $5,956-49.5% | $7,714-61.0% | $3,740-19.6% |
| Admin fee / account holder | $11,918 | $7,243+64.6% | $12,431-4.1% | $5,306+124.6% |