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 | $110,012 | $81,487+35.0% | $102,412+7.4% | $80,935+35.9% |
| Participation rate | 42.2% | 66.8%-24.6pp | 74.5%-32.3pp | 67.7%-25.4pp |
| Annual return | 10.21% | 25.60%-15.4pp | 24.94%-14.7pp | 35.66%-25.4pp |
| Employer contribution / active EE | $966 | $3,103-68.9% | $3,870-75.0% | $2,757-64.9% |
| Participant deferral / active EE | $2,611 | $3,871-32.5% | $5,060-48.4% | $4,299-39.3% |
| Admin fee / account holder | $1,395 | $6,717-79.2% | $8,388-83.4% | $6,924-79.9% |