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 | $90,777 | $86,288+5.2% | $111,306-18.4% | $85,851+5.7% |
| Participation rate | 62.5% | 73.3%-10.8pp | 77.3%-14.8pp | 69.3%-6.8pp |
| Annual return | 9.28% | 19.99%-10.7pp | 54.67%-45.4pp | 318.63%-309.4pp |
| Employer contribution / active EE | $663 | $2,044-67.5% | $2,732-75.7% | $2,565-74.1% |
| Participant deferral / active EE | $3,085 | $3,641-15.3% | $4,488-31.3% | $3,952-21.9% |
| Admin fee / account holder | $7,723 | $8,189-5.7% | $7,966-3.1% | $6,261+23.3% |