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 | $139,342 | $77,358+80.1% | $102,184+36.4% | $87,485+59.3% |
| Participation rate | 52.4% | 78.7%-26.3pp | 82.6%-30.2pp | 68.9%-16.6pp |
| Annual return | 10.36% | 41.11%-30.7pp | 31.58%-21.2pp | 26.06%-15.7pp |
| Employer contribution / active EE | $638 | $2,562-75.1% | $3,594-82.3% | $2,596-75.4% |
| Participant deferral / active EE | $4,198 | $6,753-37.8% | $8,309-49.5% | $4,274-1.8% |
| Admin fee / account holder | $13,409 | $6,809+96.9% | $11,609+15.5% | $7,775+72.5% |