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 | $110,604 | $125,797-12.1% | $170,057-35.0% | $75,177+47.1% |
| Participation rate | 62.2% | 83.6%-21.4pp | 87.0%-24.8pp | 67.2%-5.0pp |
| Annual return | 12.06% | 27.20%-15.1pp | 53.42%-41.4pp | 160.75%-148.7pp |
| Employer contribution / active EE | $1,507 | $4,616-67.3% | $6,790-77.8% | $2,671-43.6% |
| Participant deferral / active EE | $4,414 | $6,838-35.5% | $10,411-57.6% | $4,126+7.0% |
| Admin fee / account holder | $33,868 | $8,177+314.2% | $12,826+164.1% | $5,651+499.3% |