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 | $105,065 | $91,559+14.8% | $133,978-21.6% | $79,856+31.6% |
| Participation rate | 63.0% | 73.3%-10.4pp | 79.8%-16.9pp | 69.6%-6.7pp |
| Annual return | 5.09% | 61.85%-56.8pp | 45.10%-40.0pp | 31.71%-26.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,656 | $3,734+51.5% | $5,047+12.1% | $3,741+51.2% |
| Admin fee / account holder | $28,791 | $6,321+355.5% | $8,930+222.4% | $5,306+442.6% |