Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $95,488 | $94,031+1.5% | $115,768-17.5% | $82,448+15.8% |
| Participation rate | 66.3% | 70.4%-4.2pp | 74.4%-8.1pp | 68.1%-1.8pp |
| Annual return | 12.17% | 20.61%-8.4pp | 100.46%-88.3pp | 41.64%-29.5pp |
| Employer contribution / active EE | $2,353 | $2,323+1.3% | $2,940-20.0% | $2,551-7.8% |
| Participant deferral / active EE | $5,578 | $3,972+40.5% | $4,917+13.5% | $4,139+34.8% |
| Admin fee / account holder | $2,084 | $10,249-79.7% | $12,439-83.2% | $7,234-71.2% |