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 | $105,247 | $86,940+21.1% | $102,434+2.7% | $80,935+30.0% |
| Participation rate | 47.3% | 72.4%-25.1pp | 76.5%-29.2pp | 67.7%-20.4pp |
| Annual return | 7.37% | 18.89%-11.5pp | 29.46%-22.1pp | 35.66%-28.3pp |
| Employer contribution / active EE | $1,544 | $2,370-34.9% | $3,023-48.9% | $2,757-44.0% |
| Participant deferral / active EE | $3,976 | $4,121-3.5% | $5,055-21.3% | $4,299-7.5% |
| Admin fee / account holder | $36,472 | $8,047+353.2% | $9,462+285.5% | $6,924+426.7% |