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 | $84,566 | $87,132-2.9% | $105,624-19.9% | $80,959+4.5% |
| Participation rate | 53.0% | 70.4%-17.4pp | 75.3%-22.2pp | 67.7%-14.6pp |
| Annual return | 7.10% | 17.03%-9.9pp | 116.20%-109.1pp | 35.67%-28.6pp |
| Employer contribution / active EE | $1,576 | $2,397-34.2% | $3,168-50.2% | $2,757-42.8% |
| Participant deferral / active EE | $2,107 | $3,985-47.1% | $5,013-58.0% | $4,300-51.0% |
| Admin fee / account holder | $3,111 | $8,449-63.2% | $10,961-71.6% | $6,925-55.1% |