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 | $112,736 | $94,436+19.4% | $115,599-2.5% | $82,637+36.4% |
| Participation rate | 46.2% | 70.4%-24.3pp | 74.3%-28.1pp | 68.1%-21.9pp |
| Annual return | 3.88% | 18.37%-14.5pp | 111.10%-107.2pp | 53.51%-49.6pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,687 | $3,955-32.1% | $4,889-45.1% | $4,126-34.9% |
| Admin fee / account holder | $39,328 | $10,328+280.8% | $12,841+206.3% | $7,339+435.9% |