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 | $88,659 | $81,476+8.8% | $102,383-13.4% | $80,925+9.6% |
| Participation rate | 62.1% | 66.8%-4.8pp | 74.5%-12.4pp | 67.7%-5.6pp |
| Annual return | 10.42% | 25.59%-15.2pp | 24.94%-14.5pp | 35.65%-25.2pp |
| Employer contribution / active EE | $1,517 | $3,105-51.1% | $3,870-60.8% | $2,756-45.0% |
| Participant deferral / active EE | $3,291 | $3,871-15.0% | $5,060-35.0% | $4,299-23.4% |
| Admin fee / account holder | $1,514 | $6,717-77.5% | $8,391-82.0% | $6,940-78.2% |