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 | $97,765 | $81,504+20.0% | $102,437-4.6% | $80,959+20.8% |
| Participation rate | 51.6% | 66.9%-15.2pp | 74.5%-22.9pp | 67.7%-16.1pp |
| Annual return | 8.23% | 25.60%-17.4pp | 24.95%-16.7pp | 35.67%-27.4pp |
| Employer contribution / active EE | $1,447 | $3,104-53.4% | $3,871-62.6% | $2,757-47.5% |
| Participant deferral / active EE | $4,165 | $3,871+7.6% | $5,060-17.7% | $4,300-3.2% |
| Admin fee / account holder | $21,660 | $6,719+222.4% | $8,388+158.2% | $6,925+212.8% |