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 | $116,381 | $156,398-25.6% | $147,318-21.0% | $138,895-16.2% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 11.28% | 78.75%-67.5pp | 70.43%-59.2pp | 145.39%-134.1pp |
| Employer contribution / active EE | $950 | $4,853-80.4% | $4,593-79.3% | $4,194-77.4% |
| Participant deferral / active EE | $5,193 | $8,237-37.0% | $7,906-34.3% | $6,396-18.8% |
| Admin fee / account holder | $4,986 | $14,976-66.7% | $13,708-63.6% | $12,562-60.3% |