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 | $83,257 | $106,749-22.0% | $145,433-42.8% | $82,448+1.0% |
| Participation rate | 47.3% | 75.6%-28.3pp | 82.1%-34.8pp | 68.1%-20.8pp |
| Annual return | 12.93% | 27.59%-14.7pp | 66.58%-53.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,656 | $3,444-51.9% | $4,554-63.6% | $2,551-35.1% |
| Participant deferral / active EE | $2,908 | $6,519-55.4% | $7,897-63.2% | $4,139-29.8% |
| Admin fee / account holder | $4,996 | $8,390-40.5% | $13,129-61.9% | $7,234-30.9% |