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 | $112,611 | $76,407+47.4% | $150,298-25.1% | $82,448+36.6% |
| Participation rate | 23.1% | 66.4%-43.3pp | 77.8%-54.7pp | 68.1%-45.0pp |
| Annual return | 11.82% | 39.99%-28.2pp | 62.79%-51.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,220 | $3,214-62.0% | $5,453-77.6% | $4,139-70.5% |
| Admin fee / account holder | $1,480 | $6,352-76.7% | $14,116-89.5% | $7,234-79.5% |