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 | $88,233 | $77,962+13.2% | $178,540-50.6% | $80,935+9.0% |
| Participation rate | 28.6% | 65.7%-37.1pp | 77.1%-48.5pp | 67.7%-39.1pp |
| Annual return | 9.72% | 18.10%-8.4pp | 27.15%-17.4pp | 35.66%-25.9pp |
| Employer contribution / active EE | $1,401 | $2,280-38.5% | $3,953-64.5% | $2,757-49.2% |
| Participant deferral / active EE | $2,390 | $4,404-45.7% | $6,281-61.9% | $4,299-44.4% |
| Admin fee / account holder | $2,556 | $7,156-64.3% | $10,424-75.5% | $6,924-63.1% |