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 | $89,825 | $61,789+45.4% | $97,167-7.6% | $80,874+11.1% |
| Participation rate | 59.6% | 63.5%-3.9pp | 72.7%-13.1pp | 67.6%-8.1pp |
| Annual return | 7.88% | -557.90%+565.8pp | 75.27%-67.4pp | 35.62%-27.7pp |
| Employer contribution / active EE | $2,128 | $1,837+15.9% | $2,729-22.0% | $2,756-22.8% |
| Participant deferral / active EE | $4,068 | $3,028+34.3% | $4,264-4.6% | $4,297-5.3% |
| Admin fee / account holder | $2,904 | $5,168-43.8% | $5,650-48.6% | $6,935-58.1% |