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 | $90,174 | $81,504+10.6% | $102,437-12.0% | $80,959+11.4% |
| Participation rate | 45.2% | 66.9%-21.7pp | 74.5%-29.3pp | 67.7%-22.5pp |
| Annual return | 8.95% | 25.60%-16.6pp | 24.95%-16.0pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,612 | $3,104-48.1% | $3,871-58.4% | $2,757-41.5% |
| Participant deferral / active EE | $2,177 | $3,871-43.7% | $5,060-57.0% | $4,300-49.4% |
| Admin fee / account holder | $7,725 | $6,719+15.0% | $8,388-7.9% | $6,925+11.6% |