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 | $99,697 | $110,379-9.7% | $102,412-2.7% | $145,884-31.7% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 9.03% | 24.84%-15.8pp | 24.94%-15.9pp | 551.85%-542.8pp |
| Employer contribution / active EE | $1,335 | $4,216-68.3% | $3,870-65.5% | $4,662-71.4% |
| Participant deferral / active EE | $1,618 | $5,622-71.2% | $5,060-68.0% | $6,690-75.8% |
| Admin fee / account holder | $5,552 | $9,745-43.0% | $8,388-33.8% | $13,392-58.5% |