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 | $111,287 | $89,259+24.7% | $107,187+3.8% | $82,637+34.7% |
| Participation rate | 31.0% | 67.9%-36.9pp | 75.0%-44.0pp | 68.1%-37.1pp |
| Annual return | 7.80% | 21.02%-13.2pp | 204.55%-196.7pp | 53.51%-45.7pp |
| Employer contribution / active EE | $1,006 | $3,080-67.3% | $3,782-73.4% | $2,552-60.6% |
| Participant deferral / active EE | $2,049 | $4,037-49.3% | $5,096-59.8% | $4,126-50.3% |
| Admin fee / account holder | $1,098 | $7,381-85.1% | $9,162-88.0% | $7,339-85.0% |