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 | $123,191 | $91,559+34.5% | $133,978-8.1% | $79,856+54.3% |
| Participation rate | 37.2% | 73.3%-36.1pp | 79.8%-42.6pp | 69.6%-32.4pp |
| Annual return | -1.31% | 61.85%-63.2pp | 45.10%-46.4pp | 31.71%-33.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,900 | $3,734+4.5% | $5,047-22.7% | $3,741+4.3% |
| Admin fee / account holder | $5,491 | $6,321-13.1% | $8,930-38.5% | $5,306+3.5% |