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 | $89,473 | $81,276+10.1% | $155,574-42.5% | $80,925+10.6% |
| Participation rate | 41.4% | 66.2%-24.9pp | 78.2%-36.8pp | 67.7%-26.3pp |
| Annual return | 5.98% | 33.36%-27.4pp | 64.87%-58.9pp | 35.65%-29.7pp |
| Employer contribution / active EE | $928 | $3,103-70.1% | $4,676-80.2% | $2,756-66.3% |
| Participant deferral / active EE | $4,357 | $3,453+26.2% | $5,629-22.6% | $4,299+1.4% |
| Admin fee / account holder | $32,107 | $7,993+301.7% | $15,914+101.7% | $6,940+362.6% |