Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $103,083 | $83,485+23.5% | $125,192-17.7% | $72,975+41.3% |
| Participation rate | 31.0% | 73.3%-42.3pp | 79.8%-48.8pp | 69.5%-38.5pp |
| Annual return | 10.22% | 25.77%-15.6pp | 43.79%-33.6pp | 81.01%-70.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,755 | $3,586-51.1% | $4,937-64.5% | $3,608-51.4% |
| Admin fee / account holder | $5,971 | $5,518+8.2% | $9,704-38.5% | $5,124+16.5% |