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 | $113,931 | $110,137+3.4% | $161,149-29.3% | $82,637+37.9% |
| Participation rate | 57.7% | 72.4%-14.7pp | 78.8%-21.1pp | 68.1%-10.4pp |
| Annual return | 7.61% | 20.69%-13.1pp | 21.16%-13.5pp | 53.51%-45.9pp |
| Employer contribution / active EE | $1,604 | $2,856-43.9% | $4,360-63.2% | $2,552-37.2% |
| Participant deferral / active EE | $3,382 | $4,575-26.1% | $6,153-45.0% | $4,126-18.0% |
| Admin fee / account holder | $33,882 | $9,467+257.9% | $15,194+123.0% | $7,339+361.7% |