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 | $99,094 | $185,312-46.5% | $161,489-38.6% | $154,746-36.0% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 6.79% | 103.84%-97.1pp | 89.72%-82.9pp | 172.34%-165.6pp |
| Employer contribution / active EE | $1,728 | $4,769-63.8% | $4,268-59.5% | $4,379-60.5% |
| Participant deferral / active EE | $6,315 | $6,350-0.5% | $5,630+12.2% | $6,730-6.2% |
| Admin fee / account holder | $23,661 | $18,654+26.8% | $16,006+47.8% | $14,365+64.7% |