Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $91,167 | $125,797-27.5% | $170,057-46.4% | $75,177+21.3% |
| Participation rate | 27.3% | 83.6%-56.3pp | 87.0%-59.7pp | 67.2%-39.9pp |
| Annual return | 12.39% | 27.20%-14.8pp | 53.42%-41.0pp | 160.75%-148.4pp |
| Employer contribution / active EE | $1,942 | $4,616-57.9% | $6,790-71.4% | $2,671-27.3% |
| Participant deferral / active EE | $3,862 | $6,838-43.5% | $10,411-62.9% | $4,126-6.4% |
| Admin fee / account holder | $118,102 | $8,177+1344.4% | $12,826+820.8% | $5,651+1989.8% |