Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $134,054 | $56,110+138.9% | $94,993+41.1% | $70,126+91.2% |
| Participation rate | 59.0% | 65.0%-6.0pp | 73.9%-14.9pp | 69.5%-10.6pp |
| Annual return | 12.26% | 51.02%-38.8pp | 27.14%-14.9pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,703 | $2,391+13.0% | $3,317-18.5% | $3,332-18.9% |
| Admin fee / account holder | $1,433 | $3,456-58.5% | $4,960-71.1% | $4,645-69.1% |