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 | $86,916 | $88,672-2.0% | $105,223-17.4% | $82,448+5.4% |
| Participation rate | 49.2% | 67.9%-18.8pp | 75.0%-25.9pp | 68.1%-18.9pp |
| Annual return | 11.41% | 30.86%-19.4pp | 180.65%-169.2pp | 41.64%-30.2pp |
| Employer contribution / active EE | $2,440 | $3,048-20.0% | $3,689-33.9% | $2,551-4.4% |
| Participant deferral / active EE | $4,159 | $4,036+3.0% | $5,072-18.0% | $4,139+0.5% |
| Admin fee / account holder | $6,188 | $7,146-13.4% | $8,859-30.2% | $7,234-14.5% |