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 | $99,409 | $72,273+37.5% | $101,275-1.8% | $79,856+24.5% |
| Participation rate | 69.4% | 68.5%+0.9pp | 75.8%-6.5pp | 69.6%-0.3pp |
| Annual return | 9.32% | 22.30%-13.0pp | 46.48%-37.2pp | 31.71%-22.4pp |
| Employer contribution / active EE | $2,008 | $2,691-25.4% | $3,660-45.1% | $2,471-18.8% |
| Participant deferral / active EE | $5,011 | $3,282+52.7% | $4,371+14.6% | $3,741+34.0% |
| Admin fee / account holder | $4,965 | $4,401+12.8% | $5,948-16.5% | $5,306-6.4% |