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 | $97,478 | $97,550-0.1% | $120,344-19.0% | $87,485+11.4% |
| Participation rate | 57.7% | 72.8%-15.1pp | 76.7%-19.0pp | 68.9%-11.2pp |
| Annual return | 9.94% | 18.41%-8.5pp | 20.30%-10.4pp | 26.06%-16.1pp |
| Employer contribution / active EE | $1,785 | $2,291-22.1% | $3,020-40.9% | $2,596-31.3% |
| Participant deferral / active EE | $4,419 | $4,230+4.5% | $5,135-13.9% | $4,274+3.4% |
| Admin fee / account holder | $11,605 | $9,543+21.6% | $12,742-8.9% | $7,775+49.3% |