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 | $88,051 | $101,795-13.5% | $165,100-46.7% | $80,959+8.8% |
| Participation rate | 62.5% | 71.8%-9.3pp | 78.6%-16.1pp | 67.7%-5.2pp |
| Annual return | 6.71% | 16.73%-10.0pp | 70.21%-63.5pp | 35.67%-29.0pp |
| Employer contribution / active EE | $1,430 | $2,954-51.6% | $4,348-67.1% | $2,757-48.1% |
| Participant deferral / active EE | $5,420 | $4,476+21.1% | $6,035-10.2% | $4,300+26.0% |
| Admin fee / account holder | $13,571 | $8,221+65.1% | $12,696+6.9% | $6,925+96.0% |