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 | $83,429 | $79,449+5.0% | $189,597-56.0% | $85,851-2.8% |
| Participation rate | 61.3% | 66.0%-4.7pp | 78.4%-17.2pp | 69.3%-8.0pp |
| Annual return | 8.19% | 18.45%-10.3pp | 64.20%-56.0pp | 318.63%-310.4pp |
| Employer contribution / active EE | $959 | $2,081-53.9% | $4,412-78.3% | $2,565-62.6% |
| Participant deferral / active EE | $5,016 | $4,051+23.8% | $6,174-18.8% | $3,952+26.9% |
| Admin fee / account holder | $1,890 | $5,377-64.9% | $9,807-80.7% | $6,261-69.8% |