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 | $85,658 | $124,425-31.2% | $112,040-23.5% | $137,256-37.6% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 10.00% | 24.72%-14.7pp | 24.52%-14.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,388 | $3,411-30.0% | $2,954-19.1% | $4,156-42.5% |
| Participant deferral / active EE | $5,558 | $5,718-2.8% | $5,098+9.0% | $6,407-13.3% |
| Admin fee / account holder | $575 | $15,207-96.2% | $12,098-95.2% | $12,270-95.3% |