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 | $102,439 | $85,024+20.5% | $70,544+45.2% | $139,466-26.5% |
| Participation rate | 55.0% | 73.9%-18.9pp | 68.4%-13.4pp | 80.3%-25.3pp |
| Annual return | 3.71% | 30.39%-26.7pp | 32.79%-29.1pp | 373.66%-370.0pp |
| Employer contribution / active EE | $1,787 | $3,912-54.3% | $2,976-40.0% | $4,754-62.4% |
| Participant deferral / active EE | $3,578 | $5,891-39.3% | $4,568-21.7% | $6,712-46.7% |
| Admin fee / account holder | $13,264 | $8,928+48.6% | $6,427+106.4% | $11,409+16.3% |