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 | $79,306 | $78,428+1.1% | $95,960-17.4% | $79,852-0.7% |
| Participation rate | 69.2% | 73.5%-4.3pp | 77.1%-7.8pp | 69.6%-0.4pp |
| Annual return | 8.73% | 19.37%-10.6pp | 91.63%-82.9pp | 31.72%-23.0pp |
| Employer contribution / active EE | $1,709 | $1,945-12.2% | $2,541-32.8% | $2,471-30.9% |
| Participant deferral / active EE | $4,389 | $3,440+27.6% | $4,167+5.3% | $3,740+17.3% |
| Admin fee / account holder | $21,141 | $5,622+276.0% | $6,797+211.0% | $5,306+298.4% |