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 | $87,868 | $51,620+70.2% | $90,324-2.7% | $65,186+34.8% |
| Participation rate | 61.4% | 68.6%-7.2pp | 73.3%-11.9pp | 70.2%-8.8pp |
| Annual return | 5.37% | 24.94%-19.6pp | 78.15%-72.8pp | 29.39%-24.0pp |
| Employer contribution / active EE | $1,456 | $2,235-34.8% | $2,856-49.0% | $2,177-33.1% |
| Participant deferral / active EE | $3,339 | $2,871+16.3% | $3,885-14.1% | $3,514-5.0% |
| Admin fee / account holder | $2,627 | $384+583.7% | $5,356-50.9% | $847+210.1% |