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 | $127,856 | $58,493+118.6% | $84,023+52.2% | $72,976+75.2% |
| Participation rate | 58.1% | 61.2%-3.2pp | 69.0%-11.0pp | 69.5%-11.4pp |
| Annual return | 15.80% | 28.93%-13.1pp | 71.32%-55.5pp | 81.02%-65.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,189 | $2,394+116.8% | $3,239+60.2% | $3,608+43.8% |
| Admin fee / account holder | $25,735 | $4,569+463.3% | $6,102+321.7% | $5,124+402.2% |