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 | $134,921 | $110,379+22.2% | $102,412+31.7% | $145,884-7.5% |
| Participation rate | 47.6% | 77.9%-30.3pp | 74.5%-26.9pp | 80.3%-32.7pp |
| Annual return | 1.90% | 24.84%-22.9pp | 24.94%-23.0pp | 551.85%-550.0pp |
| Employer contribution / active EE | $1,442 | $4,216-65.8% | $3,870-62.7% | $4,662-69.1% |
| Participant deferral / active EE | $2,985 | $5,622-46.9% | $5,060-41.0% | $6,690-55.4% |
| Admin fee / account holder | $442 | $9,745-95.5% | $8,388-94.7% | $13,392-96.7% |