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 | $87,730 | $49,657+76.7% | $93,063-5.7% | $67,986+29.0% |
| Participation rate | 29.2% | 49.9%-20.7pp | 72.1%-42.9pp | 57.2%-28.0pp |
| Annual return | 11.72% | 26.27%-14.5pp | 34.15%-22.4pp | 31.67%-19.9pp |
| Employer contribution / active EE | $637 | $1,279-50.2% | $2,476-74.3% | $2,019-68.4% |
| Participant deferral / active EE | $1,589 | $2,484-36.0% | $3,958-59.9% | $3,358-52.7% |
| Admin fee / account holder | $3,895 | $2,843+37.0% | $6,033-35.4% | $3,203+21.6% |