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 | $112,557 | $90,400+24.5% | $186,193-39.5% | $87,485+28.7% |
| Participation rate | 42.9% | 66.2%-23.3pp | 77.1%-34.3pp | 68.9%-26.1pp |
| Annual return | 4.60% | 22.15%-17.6pp | 78.03%-73.4pp | 26.06%-21.5pp |
| Employer contribution / active EE | $968 | $2,170-55.4% | $3,918-75.3% | $2,596-62.7% |
| Participant deferral / active EE | $1,936 | $4,330-55.3% | $6,513-70.3% | $4,274-54.7% |
| Admin fee / account holder | $2,259 | $8,673-74.0% | $11,058-79.6% | $7,775-70.9% |