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 | $83,253 | $89,367-6.8% | $141,191-41.0% | $72,975+14.1% |
| Participation rate | 65.5% | 75.1%-9.6pp | 82.5%-17.0pp | 69.5%-4.0pp |
| Annual return | 10.89% | 111.87%-101.0pp | 71.41%-60.5pp | 81.01%-70.1pp |
| Employer contribution / active EE | $1,673 | $3,115-46.3% | $4,736-64.7% | $2,440-31.4% |
| Participant deferral / active EE | $4,007 | $5,419-26.0% | $6,710-40.3% | $3,608+11.1% |
| Admin fee / account holder | $627 | $5,957-89.5% | $10,264-93.9% | $5,124-87.8% |