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 | $84,419 | $63,861+32.2% | $104,614-19.3% | $79,858+5.7% |
| Participation rate | 64.3% | 64.9%-0.6pp | 74.1%-9.8pp | 69.6%-5.3pp |
| Annual return | 0.96% | 21.30%-20.3pp | 340.56%-339.6pp | 31.72%-30.8pp |
| Employer contribution / active EE | $1,093 | $1,588-31.2% | $2,681-59.2% | $2,471-55.8% |
| Participant deferral / active EE | $3,061 | $2,693+13.6% | $3,739-18.1% | $3,740-18.2% |
| Admin fee / account holder | $5,762 | $4,185+37.7% | $6,464-10.9% | $5,306+8.6% |