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 | $109,857 | $72,177+52.2% | $115,038-4.5% | $59,633+84.2% |
| Participation rate | 55.6% | 72.6%-17.0pp | 81.4%-25.8pp | 68.7%-13.1pp |
| Annual return | -6.61% | 12.02%-18.6pp | 26.14%-32.8pp | 2041.45%-2048.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,537 | $4,783+78.5% | $6,026+41.7% | $3,192+167.5% |
| Admin fee / account holder | $2,291 | $4,927-53.5% | $8,175-72.0% | $4,297-46.7% |