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 | $88,231 | $102,429-13.9% | $147,096-40.0% | $80,925+9.0% |
| Participation rate | 67.2% | 75.9%-8.6pp | 82.2%-15.0pp | 67.7%-0.4pp |
| Annual return | 9.45% | 135.02%-125.6pp | 419.75%-410.3pp | 35.65%-26.2pp |
| Employer contribution / active EE | $1,591 | $3,716-57.2% | $4,936-67.8% | $2,756-42.3% |
| Participant deferral / active EE | $4,135 | $6,649-37.8% | $8,071-48.8% | $4,299-3.8% |
| Admin fee / account holder | $12,277 | $7,957+54.3% | $13,005-5.6% | $6,940+76.9% |