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 | $115,931+32.9% | $185,441-16.9% | $86,983+77.1% |
| Participation rate | 36.8% | 73.6%-36.8pp | 80.3%-43.4pp | 69.5%-32.7pp |
| Annual return | 8.84% | 21.47%-12.6pp | 20.16%-11.3pp | 25.83%-17.0pp |
| Employer contribution / active EE | $992 | $2,937-66.2% | $4,672-78.8% | $2,584-61.6% |
| Participant deferral / active EE | $4,026 | $4,551-11.5% | $6,152-34.5% | $4,194-4.0% |
| Admin fee / account holder | $16,907 | $10,687+58.2% | $17,890-5.5% | $7,856+115.2% |