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 | $94,591 | $71,230+32.8% | $93,727+0.9% | $80,959+16.8% |
| Participation rate | 60.7% | 60.4%+0.3pp | 68.7%-8.0pp | 67.7%-7.0pp |
| Annual return | 7.42% | 11.26%-3.8pp | 133.83%-126.4pp | 35.67%-28.3pp |
| Employer contribution / active EE | $3,348 | $1,565+113.9% | $2,421+38.3% | $2,757+21.4% |
| Participant deferral / active EE | $8,317 | $4,037+106.0% | $4,417+88.3% | $4,300+93.4% |
| Admin fee / account holder | $3,242 | $6,961-53.4% | $8,292-60.9% | $6,925-53.2% |