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 | $165,902 | $86,940+90.8% | $102,434+62.0% | $80,935+105.0% |
| Participation rate | 52.6% | 72.4%-19.8pp | 76.5%-23.9pp | 67.7%-15.0pp |
| Annual return | 8.36% | 18.89%-10.5pp | 29.46%-21.1pp | 35.66%-27.3pp |
| Employer contribution / active EE | $1,264 | $2,370-46.7% | $3,023-58.2% | $2,757-54.2% |
| Participant deferral / active EE | $3,357 | $4,121-18.5% | $5,055-33.6% | $4,299-21.9% |
| Admin fee / account holder | $7,435 | $8,047-7.6% | $9,462-21.4% | $6,924+7.4% |