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 | $215,515 | $109,782+96.3% | $260,467-17.3% | $94,015+129.2% |
| Participation rate | 45.9% | 67.2%-21.3pp | 80.5%-34.5pp | 70.8%-24.9pp |
| Annual return | 11.19% | 18.60%-7.4pp | 100.60%-89.4pp | 17.84%-6.7pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $4,239-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,703 | $4,044-8.4% | $6,319-41.4% | $4,249-12.8% |
| Admin fee / account holder | $34,953 | $11,958+192.3% | $15,461+126.1% | $8,951+290.5% |