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 | $81,728 | $102,422-20.2% | $147,117-44.4% | $80,959+1.0% |
| Participation rate | 64.2% | 75.9%-11.7pp | 82.2%-18.0pp | 67.7%-3.5pp |
| Annual return | 8.51% | 135.16%-126.6pp | 420.54%-412.0pp | 35.67%-27.2pp |
| Employer contribution / active EE | $1,743 | $3,717-53.1% | $4,932-64.7% | $2,757-36.8% |
| Participant deferral / active EE | $4,817 | $6,652-27.6% | $8,065-40.3% | $4,300+12.0% |
| Admin fee / account holder | $25,152 | $7,953+216.2% | $12,993+93.6% | $6,925+263.2% |