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 | $96,051 | $98,776-2.8% | $149,745-35.9% | $79,856+20.3% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.5%-42.5pp | 69.6%-29.6pp |
| Annual return | 0.92% | 27.38%-26.5pp | 276.72%-275.8pp | 31.71%-30.8pp |
| Employer contribution / active EE | $1,128 | $3,217-64.9% | $4,646-75.7% | $2,471-54.4% |
| Participant deferral / active EE | $3,008 | $5,681-47.1% | $6,843-56.0% | $3,741-19.6% |
| Admin fee / account holder | $4,306 | $6,053-28.9% | $9,312-53.8% | $5,306-18.9% |