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 | $96,838 | $86,938+11.4% | $102,423-5.5% | $80,925+19.7% |
| Participation rate | 59.2% | 72.4%-13.2pp | 76.5%-17.3pp | 67.7%-8.5pp |
| Annual return | 10.15% | 18.89%-8.7pp | 29.42%-19.3pp | 35.65%-25.5pp |
| Employer contribution / active EE | $801 | $2,369-66.2% | $3,023-73.5% | $2,756-70.9% |
| Participant deferral / active EE | $2,539 | $4,120-38.4% | $5,054-49.8% | $4,299-40.9% |
| Admin fee / account holder | $11,742 | $8,053+45.8% | $9,455+24.2% | $6,940+69.2% |