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 | $128,621 | $84,236+52.7% | $170,435-24.5% | $70,126+83.4% |
| Participation rate | 34.0% | 70.8%-36.9pp | 83.6%-49.6pp | 69.5%-35.6pp |
| Annual return | 11.94% | 23.06%-11.1pp | 205.94%-194.0pp | 73.15%-61.2pp |
| Employer contribution / active EE | $795 | $3,387-76.5% | $5,432-85.4% | $2,343-66.1% |
| Participant deferral / active EE | $2,344 | $3,086-24.0% | $4,939-52.5% | $3,332-29.6% |
| Admin fee / account holder | $9,870 | $5,698+73.2% | $13,881-28.9% | $4,645+112.5% |