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 | $120,840 | $79,894+51.3% | $135,792-11.0% | $82,637+46.2% |
| Participation rate | 48.4% | 63.0%-14.6pp | 72.6%-24.2pp | 68.1%-19.7pp |
| Annual return | 10.82% | 17.20%-6.4pp | 25.96%-15.1pp | 53.51%-42.7pp |
| Employer contribution / active EE | $1,598 | $2,165-26.2% | $3,496-54.3% | $2,552-37.4% |
| Participant deferral / active EE | $3,045 | $3,194-4.7% | $4,759-36.0% | $4,126-26.2% |
| Admin fee / account holder | $23,884 | $6,434+271.2% | $12,266+94.7% | $7,339+225.5% |