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 | $109,554 | $106,524+2.8% | $152,301-28.1% | $87,485+25.2% |
| Participation rate | 58.9% | 75.8%-16.8pp | 82.4%-23.5pp | 68.9%-10.0pp |
| Annual return | 13.06% | 26.89%-13.8pp | 80.50%-67.4pp | 26.06%-13.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,935 | $6,525+21.6% | $8,004-0.9% | $4,274+85.7% |
| Admin fee / account holder | $18,582 | $8,287+124.2% | $14,398+29.1% | $7,775+139.0% |