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 | $114,754 | $58,099+97.5% | $76,872+49.3% | $75,173+52.7% |
| Participation rate | 48.3% | 63.9%-15.6pp | 69.6%-21.3pp | 67.2%-18.9pp |
| Annual return | 6.10% | 26.71%-20.6pp | 37.90%-31.8pp | 160.72%-154.6pp |
| Employer contribution / active EE | $1,517 | $1,996-24.0% | $2,533-40.1% | $2,671-43.2% |
| Participant deferral / active EE | $2,824 | $2,999-5.8% | $3,832-26.3% | $4,126-31.6% |
| Admin fee / account holder | $3,115 | $4,778-34.8% | $5,476-43.1% | $5,651-44.9% |