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 | $86,233 | $67,602+27.6% | $82,312+4.8% | $70,126+23.0% |
| Participation rate | 68.2% | 72.8%-4.6pp | 76.9%-8.7pp | 69.5%-1.4pp |
| Annual return | 9.48% | 21.57%-12.1pp | 25.88%-16.4pp | 73.15%-63.7pp |
| Employer contribution / active EE | $682 | $1,755-61.1% | $2,428-71.9% | $2,343-70.9% |
| Participant deferral / active EE | $1,561 | $2,987-47.8% | $3,706-57.9% | $3,332-53.2% |
| Admin fee / account holder | $1,131 | $4,512-74.9% | $5,608-79.8% | $4,645-75.7% |