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 | $90,183 | $72,269+24.8% | $101,271-10.9% | $79,852+12.9% |
| Participation rate | 56.4% | 68.5%-12.1pp | 75.8%-19.4pp | 69.6%-13.2pp |
| Annual return | 8.66% | 22.29%-13.6pp | 46.48%-37.8pp | 31.72%-23.1pp |
| Employer contribution / active EE | $1,414 | $2,692-47.5% | $3,660-61.4% | $2,471-42.8% |
| Participant deferral / active EE | $2,607 | $3,282-20.5% | $4,371-40.3% | $3,740-30.3% |
| Admin fee / account holder | $16,250 | $4,401+269.2% | $5,948+173.2% | $5,306+206.2% |