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 | $84,073 | $138,386-39.2% | $184,260-54.4% | $80,935+3.9% |
| Participation rate | 67.1% | 83.9%-16.8pp | 86.8%-19.7pp | 67.7%-0.6pp |
| Annual return | 10.34% | 20.02%-9.7pp | 28.84%-18.5pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,870 | $4,851-61.5% | $6,427-70.9% | $2,757-32.2% |
| Participant deferral / active EE | $3,291 | $7,076-53.5% | $9,133-64.0% | $4,299-23.4% |
| Admin fee / account holder | $9,340 | $10,489-11.0% | $13,898-32.8% | $6,924+34.9% |