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 | $88,822 | $57,061+55.7% | $85,063+4.4% | $80,911+9.8% |
| Participation rate | 37.5% | 56.3%-18.8pp | 67.5%-30.0pp | 67.6%-30.1pp |
| Annual return | 9.00% | 21.66%-12.7pp | 66.54%-57.5pp | 35.63%-26.6pp |
| Employer contribution / active EE | $1,018 | $1,799-43.4% | $2,727-62.7% | $2,756-63.1% |
| Participant deferral / active EE | $1,761 | $3,110-43.4% | $4,523-61.1% | $4,297-59.0% |
| Admin fee / account holder | $46,466 | $4,986+831.9% | $6,155+654.9% | $6,935+570.1% |