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 | $87,402 | $71,215+22.7% | $93,696-6.7% | $80,935+8.0% |
| Participation rate | 61.8% | 60.4%+1.4pp | 68.7%-7.0pp | 67.7%-5.9pp |
| Annual return | 9.53% | 11.27%-1.7pp | 133.74%-124.2pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,441 | $1,565-8.0% | $2,422-40.5% | $2,757-47.7% |
| Participant deferral / active EE | $4,395 | $4,037+8.9% | $4,417-0.5% | $4,299+2.2% |
| Admin fee / account holder | $11,865 | $6,958+70.5% | $8,287+43.2% | $6,924+71.3% |