Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $92,902 | $80,983+14.7% | $96,544-3.8% | $75,177+23.6% |
| Participation rate | 48.3% | 71.8%-23.5pp | 76.0%-27.7pp | 67.2%-18.9pp |
| Annual return | 11.95% | 27.05%-15.1pp | 25.88%-13.9pp | 160.75%-148.8pp |
| Employer contribution / active EE | $1,514 | $2,282-33.7% | $2,966-49.0% | $2,671-43.3% |
| Participant deferral / active EE | $3,463 | $3,929-11.9% | $4,851-28.6% | $4,126-16.1% |
| Admin fee / account holder | $3,877 | $6,717-42.3% | $8,254-53.0% | $5,651-31.4% |