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 | $99,677 | $55,684+79.0% | $75,900+31.3% | $72,976+36.6% |
| Participation rate | 47.9% | 61.1%-13.3pp | 69.3%-21.4pp | 69.5%-21.6pp |
| Annual return | 3.76% | 27.60%-23.8pp | 30.73%-27.0pp | 81.02%-77.3pp |
| Employer contribution / active EE | $740 | $1,687-56.1% | $2,501-70.4% | $2,440-69.7% |
| Participant deferral / active EE | $2,213 | $2,634-16.0% | $3,604-38.6% | $3,608-38.7% |
| Admin fee / account holder | $1,984 | $3,981-50.2% | $5,421-63.4% | $5,124-61.3% |