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 | $89,562 | $76,371+17.3% | $93,621-4.3% | $72,976+22.7% |
| Participation rate | 54.1% | 71.8%-17.7pp | 75.8%-21.7pp | 69.5%-15.4pp |
| Annual return | 15.65% | 25.82%-10.2pp | 32.76%-17.1pp | 81.02%-65.4pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,737 | $3,538-50.9% | $4,070-57.3% | $3,608-51.8% |
| Admin fee / account holder | $31,456 | $6,839+359.9% | $7,890+298.7% | $5,124+513.9% |