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 | $107,524 | $184,014-41.6% | $161,149-33.3% | $138,895-22.6% |
| Participation rate | 40.9% | 82.1%-41.2pp | 78.8%-37.9pp | 79.9%-39.0pp |
| Annual return | 4.59% | 21.52%-16.9pp | 21.16%-16.6pp | 145.39%-140.8pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,476 | $6,909-64.2% | $6,153-59.8% | $6,396-61.3% |
| Admin fee / account holder | $79,226 | $18,027+339.5% | $15,194+421.4% | $12,562+530.7% |