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 | $115,117 | $135,956-15.3% | $123,894-7.1% | $273,972-58.0% |
| Participation rate | 61.5% | 84.1%-22.5pp | 81.4%-19.9pp | 83.0%-21.5pp |
| Annual return | 2.81% | 56.63%-53.8pp | 47.52%-44.7pp | 41.46%-38.6pp |
| Employer contribution / active EE | $2,185 | $5,170-57.7% | $4,617-52.7% | $4,869-55.1% |
| Participant deferral / active EE | $3,598 | $6,343-43.3% | $5,984-39.9% | $5,287-31.9% |
| Admin fee / account holder | $32,312 | $9,817+229.1% | $8,357+286.6% | $10,133+218.9% |