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 | $100,977 | $58,311+73.2% | $81,882+23.3% | $80,959+24.7% |
| Participation rate | 30.3% | 63.5%-33.2pp | 72.4%-42.1pp | 67.7%-37.4pp |
| Annual return | 9.32% | 41.85%-32.5pp | 779.47%-770.2pp | 35.67%-26.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,899 | $3,287-42.2% | $4,323-56.1% | $4,300-55.9% |
| Admin fee / account holder | $5,505 | $4,752+15.8% | $7,360-25.2% | $6,925-20.5% |