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 | $81,159 | $71,230+13.9% | $93,727-13.4% | $80,959+0.2% |
| Participation rate | 46.1% | 60.4%-14.3pp | 68.7%-22.6pp | 67.7%-21.6pp |
| Annual return | 8.35% | 11.26%-2.9pp | 133.83%-125.5pp | 35.67%-27.3pp |
| Employer contribution / active EE | $874 | $1,565-44.2% | $2,421-63.9% | $2,757-68.3% |
| Participant deferral / active EE | $2,887 | $4,037-28.5% | $4,417-34.6% | $4,300-32.9% |
| Admin fee / account holder | $5,902 | $6,961-15.2% | $8,292-28.8% | $6,925-14.8% |