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 | $96,481 | $86,919+11.0% | $102,457-5.8% | $80,911+19.2% |
| Participation rate | 48.3% | 72.4%-24.1pp | 76.5%-28.2pp | 67.6%-19.4pp |
| Annual return | 7.84% | 18.90%-11.1pp | 29.41%-21.6pp | 35.63%-27.8pp |
| Employer contribution / active EE | $864 | $2,368-63.5% | $3,022-71.4% | $2,756-68.6% |
| Participant deferral / active EE | $2,039 | $4,119-50.5% | $5,054-59.7% | $4,297-52.6% |
| Admin fee / account holder | $6,107 | $8,049-24.1% | $9,451-35.4% | $6,935-11.9% |