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 | $109,088 | $36,140+201.8% | $73,658+48.1% | $64,340+69.5% |
| Participation rate | 13.1% | 31.0%-17.9pp | 57.0%-44.0pp | 55.2%-42.2pp |
| Annual return | 11.62% | 21.48%-9.9pp | 29.72%-18.1pp | 24.14%-12.5pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $572 | $1,023-44.1% | $2,062-72.3% | $2,980-80.8% |
| Admin fee / account holder | $1,630 | $2,513-35.1% | $3,357-51.4% | $3,703-56.0% |