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 | $109,979 | $63,773+72.5% | $81,286+35.3% | $80,925+35.9% |
| Participation rate | 36.1% | 63.9%-27.8pp | 69.5%-33.4pp | 67.7%-31.5pp |
| Annual return | 7.55% | 16.37%-8.8pp | 24.80%-17.2pp | 35.65%-28.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,059 | $3,093-65.8% | $3,883-72.7% | $4,299-75.4% |
| Admin fee / account holder | $10,071 | $5,682+77.2% | $5,764+74.7% | $6,940+45.1% |