Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $133,084 | $65,027+104.7% | $90,970+46.3% | $79,852+66.7% |
| Participation rate | 56.4% | 61.6%-5.2pp | 69.0%-12.6pp | 69.6%-13.2pp |
| Annual return | 9.85% | 30.45%-20.6pp | 134.58%-124.7pp | 31.72%-21.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,544 | $2,512+1.3% | $3,373-24.6% | $3,740-32.0% |
| Admin fee / account holder | $7,095 | $4,535+56.4% | $5,960+19.0% | $5,306+33.7% |