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 | $90,056 | $86,919+3.6% | $102,457-12.1% | $80,911+11.3% |
| Participation rate | 63.5% | 72.4%-8.9pp | 76.5%-13.0pp | 67.6%-4.2pp |
| Annual return | 8.28% | 18.90%-10.6pp | 29.41%-21.1pp | 35.63%-27.4pp |
| Employer contribution / active EE | $993 | $2,368-58.1% | $3,022-67.1% | $2,756-64.0% |
| Participant deferral / active EE | $4,411 | $4,119+7.1% | $5,054-12.7% | $4,297+2.6% |
| Admin fee / account holder | $22,920 | $8,049+184.7% | $9,451+142.5% | $6,935+230.5% |