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 | $99,568 | $106,749-6.7% | $145,433-31.5% | $82,448+20.8% |
| Participation rate | 34.6% | 75.6%-41.0pp | 82.1%-47.5pp | 68.1%-33.5pp |
| Annual return | 12.93% | 27.59%-14.7pp | 66.58%-53.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,774 | $3,444-48.5% | $4,554-61.0% | $2,551-30.5% |
| Participant deferral / active EE | $3,776 | $6,519-42.1% | $7,897-52.2% | $4,139-8.8% |
| Admin fee / account holder | $4,525 | $8,390-46.1% | $13,129-65.5% | $7,234-37.5% |