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 | $134,211 | $101,752+31.9% | $164,928-18.6% | $80,911+65.9% |
| Participation rate | 51.9% | 71.8%-19.9pp | 78.6%-26.7pp | 67.6%-15.7pp |
| Annual return | 10.27% | 16.73%-6.5pp | 70.08%-59.8pp | 35.63%-25.4pp |
| Employer contribution / active EE | $1,223 | $2,953-58.6% | $4,343-71.8% | $2,756-55.6% |
| Participant deferral / active EE | $2,342 | $4,477-47.7% | $6,034-61.2% | $4,297-45.5% |
| Admin fee / account holder | $1,358 | $8,218-83.5% | $12,684-89.3% | $6,935-80.4% |