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 | $142,194 | $184,014-22.7% | $161,149-11.8% | $138,895+2.4% |
| Participation rate | 46.7% | 82.1%-35.4pp | 78.8%-32.2pp | 79.9%-33.3pp |
| Annual return | 5.74% | 21.52%-15.8pp | 21.16%-15.4pp | 145.39%-139.7pp |
| Employer contribution / active EE | $2,272 | $5,055-55.1% | $4,360-47.9% | $4,194-45.8% |
| Participant deferral / active EE | $2,282 | $6,909-67.0% | $6,153-62.9% | $6,396-64.3% |
| Admin fee / account holder | $7,134 | $18,027-60.4% | $15,194-53.1% | $12,562-43.2% |