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 | $105,449 | $87,060+21.1% | $105,591-0.1% | $80,911+30.3% |
| Participation rate | 30.0% | 70.4%-40.4pp | 75.3%-45.3pp | 67.6%-37.6pp |
| Annual return | 9.53% | 17.05%-7.5pp | 116.43%-106.9pp | 35.63%-26.1pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,166-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,429 | $3,986-39.1% | $5,008-51.5% | $4,297-43.5% |
| Admin fee / account holder | $8,995 | $8,442+6.5% | $11,024-18.4% | $6,935+29.7% |