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 | $103,099 | $77,164+33.6% | $178,014-42.1% | $80,874+27.5% |
| Participation rate | 41.4% | 65.7%-24.3pp | 77.1%-35.7pp | 67.6%-26.3pp |
| Annual return | 7.11% | 18.09%-11.0pp | 294.80%-287.7pp | 35.62%-28.5pp |
| Employer contribution / active EE | $1,335 | $2,288-41.6% | $3,950-66.2% | $2,756-51.5% |
| Participant deferral / active EE | $3,063 | $4,408-30.5% | $6,276-51.2% | $4,297-28.7% |
| Admin fee / account holder | $1,512 | $7,164-78.9% | $10,362-85.4% | $6,935-78.2% |