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 | $120,884 | $54,541+121.6% | $78,778+53.4% | $70,126+72.4% |
| Participation rate | 55.6% | 60.8%-5.2pp | 69.2%-13.6pp | 69.5%-14.0pp |
| Annual return | 8.09% | 21.07%-13.0pp | 35.62%-27.5pp | 73.15%-65.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,826 | $2,210+27.9% | $2,958-4.5% | $3,332-15.2% |
| Admin fee / account holder | $9,999 | $3,709+169.6% | $5,134+94.8% | $4,645+115.2% |