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 | $117,868 | $58,627+101.0% | $76,735+53.6% | $82,448+43.0% |
| Participation rate | 20.4% | 63.2%-42.8pp | 69.5%-49.1pp | 68.1%-47.7pp |
| Annual return | 6.11% | 39.10%-33.0pp | 29.77%-23.7pp | 41.64%-35.5pp |
| Employer contribution / active EE | $711 | $1,729-58.9% | $2,454-71.0% | $2,551-72.1% |
| Participant deferral / active EE | $2,262 | $3,134-27.8% | $4,088-44.7% | $4,139-45.4% |
| Admin fee / account holder | $4,582 | $5,323-13.9% | $7,189-36.3% | $7,234-36.7% |