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 | $95,317 | $95,453-0.1% | $112,040-14.9% | $82,448+15.6% |
| Participation rate | 31.0% | 72.8%-41.7pp | 76.5%-45.5pp | 68.1%-37.0pp |
| Annual return | 11.80% | 23.92%-12.1pp | 24.52%-12.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,109 | $4,224-26.4% | $5,098-39.0% | $4,139-24.9% |
| Admin fee / account holder | $1,302 | $9,013-85.6% | $12,098-89.2% | $7,234-82.0% |