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 | $99,162 | $54,541+81.8% | $78,778+25.9% | $70,126+41.4% |
| Participation rate | 38.6% | 60.8%-22.2pp | 69.2%-30.6pp | 69.5%-30.9pp |
| Annual return | 11.00% | 21.07%-10.1pp | 35.62%-24.6pp | 73.15%-62.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,701 | $2,210+22.2% | $2,958-8.7% | $3,332-18.9% |
| Admin fee / account holder | $41,566 | $3,709+1020.8% | $5,134+709.7% | $4,645+794.8% |