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 | $93,942 | $94,031-0.1% | $115,768-18.9% | $82,448+13.9% |
| Participation rate | 69.5% | 70.4%-0.9pp | 74.4%-4.9pp | 68.1%+1.4pp |
| Annual return | 10.57% | 20.61%-10.0pp | 100.46%-89.9pp | 41.64%-31.1pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,460 | $3,972-38.1% | $4,917-50.0% | $4,139-40.6% |
| Admin fee / account holder | $19,385 | $10,249+89.1% | $12,439+55.8% | $7,234+168.0% |