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 | $91,959 | $106,749-13.9% | $145,433-36.8% | $82,448+11.5% |
| Participation rate | 61.8% | 75.6%-13.8pp | 82.1%-20.3pp | 68.1%-6.2pp |
| Annual return | 13.58% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,309 | $3,444-33.0% | $4,554-49.3% | $2,551-9.5% |
| Participant deferral / active EE | $6,314 | $6,519-3.1% | $7,897-20.1% | $4,139+52.5% |
| Admin fee / account holder | $25,111 | $8,390+199.3% | $13,129+91.3% | $7,234+247.1% |