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 | $111,115 | $108,825+2.1% | $156,181-28.9% | $82,448+34.8% |
| Participation rate | 35.7% | 72.4%-36.7pp | 78.8%-43.1pp | 68.1%-32.4pp |
| Annual return | 11.83% | 20.59%-8.8pp | 64.87%-53.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,068 | $4,577-54.8% | $6,132-66.3% | $4,139-50.0% |
| Admin fee / account holder | $36,851 | $9,341+294.5% | $14,586+152.6% | $7,234+409.4% |