Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $98,419 | $89,367+10.1% | $141,191-30.3% | $72,975+34.9% |
| Participation rate | 58.3% | 75.1%-16.8pp | 82.5%-24.1pp | 69.5%-11.2pp |
| Annual return | 17.76% | 111.87%-94.1pp | 71.41%-53.6pp | 81.01%-63.2pp |
| Employer contribution / active EE | $1,444 | $3,115-53.6% | $4,736-69.5% | $2,440-40.8% |
| Participant deferral / active EE | $3,451 | $5,419-36.3% | $6,710-48.6% | $3,608-4.3% |
| Admin fee / account holder | $4,519 | $5,957-24.1% | $10,264-56.0% | $5,124-11.8% |