Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $118,098 | $79,955+47.7% | $98,461+19.9% | $75,173+57.1% |
| Participation rate | 48.6% | 70.4%-21.8pp | 75.2%-26.6pp | 67.2%-18.6pp |
| Annual return | 12.72% | 19.75%-7.0pp | 21.17%-8.5pp | 160.72%-148.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,871 | $3,752-50.1% | $4,738-60.5% | $4,126-54.7% |
| Admin fee / account holder | $34,122 | $6,841+398.8% | $8,961+280.8% | $5,651+503.9% |