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 | $89,268 | $67,894+31.5% | $89,340-0.1% | $82,448+8.3% |
| Participation rate | 59.2% | 64.0%-4.9pp | 69.6%-10.4pp | 68.1%-8.9pp |
| Annual return | 12.59% | 19.21%-6.6pp | 20.57%-8.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,071 | $1,828+13.3% | $2,231-7.2% | $2,551-18.8% |
| Participant deferral / active EE | $4,013 | $3,072+30.6% | $3,823+5.0% | $4,139-3.0% |
| Admin fee / account holder | $6,323 | $5,723+10.5% | $6,704-5.7% | $7,234-12.6% |