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 | $94,800 | $89,364+6.1% | $141,177-32.9% | $72,983+29.9% |
| Participation rate | 41.4% | 75.1%-33.7pp | 82.5%-41.0pp | 69.5%-28.1pp |
| Annual return | 15.91% | 111.86%-95.9pp | 71.40%-55.5pp | 81.01%-65.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,454 | $5,419-54.7% | $6,710-63.4% | $3,608-32.0% |
| Admin fee / account holder | $16,367 | $5,959+174.7% | $10,263+59.5% | $5,124+219.4% |