Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $154,065 | $123,478+24.8% | $216,567-28.9% | $94,015+63.9% |
| Participation rate | 36.8% | 75.1%-38.3pp | 81.6%-44.8pp | 70.8%-34.0pp |
| Annual return | 8.84% | 23.61%-14.8pp | 12.94%-4.1pp | 17.84%-9.0pp |
| Employer contribution / active EE | $992 | $3,136-68.4% | $5,216-81.0% | $2,790-64.5% |
| Participant deferral / active EE | $4,026 | $4,556-11.6% | $6,191-35.0% | $4,249-5.2% |
| Admin fee / account holder | $16,907 | $12,753+32.6% | $21,981-23.1% | $8,951+88.9% |