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 | $112,684 | $65,961+70.8% | $180,320-37.5% | $94,015+19.9% |
| Participation rate | 15.6% | 61.3%-45.6pp | 71.5%-55.9pp | 70.8%-55.2pp |
| Annual return | 9.56% | 14.27%-4.7pp | 778.54%-769.0pp | 17.84%-8.3pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,955 | $3,003-34.9% | $4,304-54.6% | $4,249-54.0% |
| Admin fee / account holder | $1,059 | $4,901-78.4% | $10,000-89.4% | $8,951-88.2% |