Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $85,423 | $81,504+4.8% | $102,437-16.6% | $80,959+5.5% |
| Participation rate | 37.0% | 66.9%-29.8pp | 74.5%-37.5pp | 67.7%-30.6pp |
| Annual return | 7.95% | 25.60%-17.6pp | 24.95%-17.0pp | 35.67%-27.7pp |
| Employer contribution / active EE | $1,388 | $3,104-55.3% | $3,871-64.1% | $2,757-49.6% |
| Participant deferral / active EE | $3,034 | $3,871-21.6% | $5,060-40.0% | $4,300-29.5% |
| Admin fee / account holder | $945 | $6,719-85.9% | $8,388-88.7% | $6,925-86.4% |