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 | $96,005 | $104,098-7.8% | $140,514-31.7% | $94,015+2.1% |
| Participation rate | 44.4% | 73.7%-29.3pp | 77.8%-33.4pp | 70.8%-26.4pp |
| Annual return | 5.84% | 15.14%-9.3pp | 14.36%-8.5pp | 17.84%-12.0pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,890 | $4,033-28.3% | $4,919-41.2% | $4,249-32.0% |
| Admin fee / account holder | $14,852 | $10,439+42.3% | $13,697+8.4% | $8,951+65.9% |