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 | $88,356 | $76,407+15.6% | $150,298-41.2% | $82,448+7.2% |
| Participation rate | 54.5% | 66.4%-11.9pp | 77.8%-23.2pp | 68.1%-13.5pp |
| Annual return | 10.13% | 39.99%-29.9pp | 62.79%-52.7pp | 41.64%-31.5pp |
| Employer contribution / active EE | $4,299 | $2,614+64.4% | $4,154+3.5% | $2,551+68.5% |
| Participant deferral / active EE | $4,173 | $3,214+29.8% | $5,453-23.5% | $4,139+0.8% |
| Admin fee / account holder | $16,598 | $6,352+161.3% | $14,116+17.6% | $7,234+129.4% |