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 | $98,578 | $89,259+10.4% | $107,187-8.0% | $82,637+19.3% |
| Participation rate | 26.9% | 67.9%-41.0pp | 75.0%-48.1pp | 68.1%-41.1pp |
| Annual return | 12.27% | 21.02%-8.8pp | 204.55%-192.3pp | 53.51%-41.2pp |
| Employer contribution / active EE | $1,539 | $3,080-50.0% | $3,782-59.3% | $2,552-39.7% |
| Participant deferral / active EE | $3,371 | $4,037-16.5% | $5,096-33.8% | $4,126-18.3% |
| Admin fee / account holder | $41,250 | $7,381+458.8% | $9,162+350.2% | $7,339+462.1% |