Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $99,036 | $81,504+21.5% | $102,437-3.3% | $80,959+22.3% |
| Participation rate | 44.8% | 66.9%-22.0pp | 74.5%-29.7pp | 67.7%-22.8pp |
| Annual return | 10.01% | 25.60%-15.6pp | 24.95%-14.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,565 | $3,104-49.6% | $3,871-59.6% | $2,757-43.2% |
| Participant deferral / active EE | $2,888 | $3,871-25.4% | $5,060-42.9% | $4,300-32.8% |
| Admin fee / account holder | $523 | $6,719-92.2% | $8,388-93.8% | $6,925-92.5% |