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 | $103,290 | $95,406+8.3% | $185,849-44.4% | $85,847+20.3% |
| Participation rate | 57.1% | 68.8%-11.6pp | 81.7%-24.6pp | 69.3%-12.2pp |
| Annual return | 11.06% | 23.59%-12.5pp | 122.10%-111.0pp | 318.61%-307.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,968 | $3,424-42.5% | $5,569-64.7% | $3,952-50.2% |
| Admin fee / account holder | $2,472 | $7,214-65.7% | $16,244-84.8% | $6,261-60.5% |