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 | $111,255 | $86,919+28.0% | $102,457+8.6% | $80,911+37.5% |
| Participation rate | 55.6% | 72.4%-16.8pp | 76.5%-20.9pp | 67.6%-12.1pp |
| Annual return | 6.13% | 18.90%-12.8pp | 29.41%-23.3pp | 35.63%-29.5pp |
| Employer contribution / active EE | $800 | $2,368-66.2% | $3,022-73.5% | $2,756-71.0% |
| Participant deferral / active EE | $2,873 | $4,119-30.3% | $5,054-43.2% | $4,297-33.2% |
| Admin fee / account holder | $2,968 | $8,049-63.1% | $9,451-68.6% | $6,935-57.2% |