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 | $91,292 | $76,407+19.5% | $150,298-39.3% | $82,448+10.7% |
| Participation rate | 37.8% | 66.4%-28.6pp | 77.8%-39.9pp | 68.1%-30.2pp |
| Annual return | 9.46% | 39.99%-30.5pp | 62.79%-53.3pp | 41.64%-32.2pp |
| Employer contribution / active EE | $328 | $2,614-87.5% | $4,154-92.1% | $2,551-87.2% |
| Participant deferral / active EE | $2,839 | $3,214-11.7% | $5,453-47.9% | $4,139-31.4% |
| Admin fee / account holder | $15,776 | $6,352+148.4% | $14,116+11.8% | $7,234+118.1% |