Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $81,109 | $57,073+42.1% | $85,126-4.7% | $80,925+0.2% |
| Participation rate | 64.0% | 56.4%+7.6pp | 67.5%-3.5pp | 67.7%-3.7pp |
| Annual return | 5.92% | 21.69%-15.8pp | 66.63%-60.7pp | 35.65%-29.7pp |
| Employer contribution / active EE | $1,647 | $1,801-8.5% | $2,731-39.7% | $2,756-40.3% |
| Participant deferral / active EE | $4,181 | $3,113+34.3% | $4,523-7.6% | $4,299-2.7% |
| Admin fee / account holder | $3,572 | $4,988-28.4% | $6,160-42.0% | $6,940-48.5% |