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 | $84,814 | $54,763+54.9% | $90,324-6.1% | $72,976+16.2% |
| Participation rate | 61.5% | 65.2%-3.6pp | 73.3%-11.7pp | 69.5%-8.0pp |
| Annual return | 10.93% | 30.63%-19.7pp | 78.15%-67.2pp | 81.02%-70.1pp |
| Employer contribution / active EE | $832 | $2,093-60.2% | $2,856-70.9% | $2,440-65.9% |
| Participant deferral / active EE | $2,965 | $2,887+2.7% | $3,885-23.7% | $3,608-17.8% |
| Admin fee / account holder | $841 | $3,973-78.8% | $5,356-84.3% | $5,124-83.6% |