Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $90,145 | $81,504+10.6% | $102,437-12.0% | $80,959+11.3% |
| Participation rate | 55.3% | 66.9%-11.5pp | 74.5%-19.2pp | 67.7%-12.3pp |
| Annual return | 8.16% | 25.60%-17.4pp | 24.95%-16.8pp | 35.67%-27.5pp |
| Employer contribution / active EE | $2,005 | $3,104-35.4% | $3,871-48.2% | $2,757-27.3% |
| Participant deferral / active EE | $4,467 | $3,871+15.4% | $5,060-11.7% | $4,300+3.9% |
| Admin fee / account holder | $1,137 | $6,719-83.1% | $8,388-86.4% | $6,925-83.6% |