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 | $85,320 | $76,407+11.7% | $150,298-43.2% | $82,448+3.5% |
| Participation rate | 59.7% | 66.4%-6.7pp | 77.8%-18.0pp | 68.1%-8.3pp |
| Annual return | 11.28% | 39.99%-28.7pp | 62.79%-51.5pp | 41.64%-30.4pp |
| Employer contribution / active EE | $345 | $2,614-86.8% | $4,154-91.7% | $2,551-86.5% |
| Participant deferral / active EE | $2,341 | $3,214-27.2% | $5,453-57.1% | $4,139-43.4% |
| Admin fee / account holder | $31,488 | $6,352+395.7% | $14,116+123.1% | $7,234+335.3% |