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 | $134,843 | $114,712+17.5% | $173,730-22.4% | $87,485+54.1% |
| Participation rate | 64.9% | 73.0%-8.1pp | 79.6%-14.7pp | 68.9%-4.1pp |
| Annual return | 9.58% | 20.18%-10.6pp | 19.96%-10.4pp | 26.06%-16.5pp |
| Employer contribution / active EE | $1,469 | $2,904-49.4% | $4,577-67.9% | $2,596-43.4% |
| Participant deferral / active EE | $2,657 | $4,642-42.8% | $6,326-58.0% | $4,274-37.8% |
| Admin fee / account holder | $52,279 | $10,210+412.1% | $17,523+198.3% | $7,775+572.4% |