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 | $103,229 | $55,889+84.7% | $76,119+35.6% | $80,935+27.5% |
| Participation rate | 18.0% | 62.1%-44.0pp | 69.1%-51.0pp | 67.7%-49.6pp |
| Annual return | 7.30% | 20.58%-13.3pp | 361.25%-353.9pp | 35.66%-28.4pp |
| Employer contribution / active EE | $577 | $1,866-69.1% | $2,693-78.6% | $2,757-79.1% |
| Participant deferral / active EE | $1,900 | $3,051-37.7% | $4,259-55.4% | $4,299-55.8% |
| Admin fee / account holder | $3,468 | $5,241-33.8% | $6,421-46.0% | $6,924-49.9% |