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 | $105,887 | $73,978+43.1% | $96,515+9.7% | $75,173+40.9% |
| Participation rate | 37.7% | 66.4%-28.7pp | 74.3%-36.6pp | 67.2%-29.5pp |
| Annual return | -2.70% | 26.72%-29.4pp | 35.73%-38.4pp | 160.72%-163.4pp |
| Employer contribution / active EE | $1,068 | $2,931-63.6% | $3,740-71.4% | $2,671-60.0% |
| Participant deferral / active EE | $2,558 | $3,660-30.1% | $4,880-47.6% | $4,126-38.0% |
| Admin fee / account holder | $14,514 | $5,219+178.1% | $6,735+115.5% | $5,651+156.9% |