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 | $118,388 | $51,638+129.3% | $68,368+73.2% | $82,448+43.6% |
| Participation rate | 43.3% | 63.6%-20.3pp | 73.8%-30.4pp | 68.1%-24.7pp |
| Annual return | 11.16% | 37.53%-26.4pp | 292.57%-281.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,338 | $2,914+48.9% | $4,123+5.2% | $4,139+4.8% |
| Admin fee / account holder | $3,693 | $4,643-20.5% | $5,150-28.3% | $7,234-49.0% |