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 | $111,660 | $106,864+4.5% | $147,318-24.2% | $82,637+35.1% |
| Participation rate | 69.2% | 75.5%-6.3pp | 82.1%-12.8pp | 68.1%+1.2pp |
| Annual return | 12.52% | 27.49%-15.0pp | 70.43%-57.9pp | 53.51%-41.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,813 | $6,496-25.9% | $7,906-39.1% | $4,126+16.7% |
| Admin fee / account holder | $6,256 | $8,415-25.7% | $13,708-54.4% | $7,339-14.8% |