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 | $94,134 | $81,457+15.6% | $103,378-8.9% | $80,911+16.3% |
| Participation rate | 62.8% | 66.8%-4.1pp | 74.5%-11.7pp | 67.6%-4.9pp |
| Annual return | 5.57% | 25.58%-20.0pp | 24.91%-19.3pp | 35.63%-30.1pp |
| Employer contribution / active EE | $2,264 | $3,107-27.1% | $3,870-41.5% | $2,756-17.8% |
| Participant deferral / active EE | $4,932 | $3,871+27.4% | $5,058-2.5% | $4,297+14.8% |
| Admin fee / account holder | $108,915 | $6,717+1521.6% | $8,401+1196.5% | $6,935+1470.6% |