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 | $111,230 | $111,814-0.5% | $103,378+7.6% | $145,978-23.8% |
| Participation rate | 35.0% | 77.9%-42.9pp | 74.5%-39.5pp | 80.3%-45.3pp |
| Annual return | 8.34% | 24.80%-16.5pp | 24.91%-16.6pp | 550.52%-542.2pp |
| Employer contribution / active EE | $1,688 | $4,215-60.0% | $3,870-56.4% | $4,662-63.8% |
| Participant deferral / active EE | $1,877 | $5,618-66.6% | $5,058-62.9% | $6,690-71.9% |
| Admin fee / account holder | $392 | $9,764-96.0% | $8,401-95.3% | $13,400-97.1% |