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 | $106,801 | $41,824+155.4% | $136,833-21.9% | $69,733+53.2% |
| Participation rate | 11.7% | 29.3%-17.6pp | 59.0%-47.3pp | 62.5%-50.8pp |
| Annual return | 11.79% | 13.53%-1.7pp | 35.32%-23.5pp | 15.22%-3.4pp |
| Employer contribution / active EE | $0 | $494-100.0% | $1,319-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $480 | $1,105-56.5% | $2,441-80.3% | $3,054-84.3% |
| Admin fee / account holder | $1,029 | $2,895-64.5% | $4,706-78.1% | $3,102-66.8% |