Sign up free to preview peer percentile detail
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 | $84,803 | $81,476+4.1% | $102,383-17.2% | $80,925+4.8% |
| Participation rate | 65.5% | 66.8%-1.3pp | 74.5%-9.0pp | 67.7%-2.1pp |
| Annual return | 9.60% | 25.59%-16.0pp | 24.94%-15.3pp | 35.65%-26.1pp |
| Employer contribution / active EE | $3,139 | $3,105+1.1% | $3,870-18.9% | $2,756+13.9% |
| Participant deferral / active EE | $6,710 | $3,871+73.3% | $5,060+32.6% | $4,299+56.1% |
| Admin fee / account holder | $22,695 | $6,717+237.8% | $8,391+170.5% | $6,940+227.0% |