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 | $88,902 | $71,230+24.8% | $93,727-5.1% | $80,959+9.8% |
| Participation rate | 62.5% | 60.4%+2.1pp | 68.7%-6.2pp | 67.7%-5.2pp |
| Annual return | 8.23% | 11.26%-3.0pp | 133.83%-125.6pp | 35.67%-27.4pp |
| Employer contribution / active EE | $977 | $1,565-37.6% | $2,421-59.7% | $2,757-64.6% |
| Participant deferral / active EE | $3,163 | $4,037-21.7% | $4,417-28.4% | $4,300-26.5% |
| Admin fee / account holder | $3,261 | $6,961-53.2% | $8,292-60.7% | $6,925-52.9% |