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 | $91,817 | $59,440+54.5% | $78,004+17.7% | $82,637+11.1% |
| Participation rate | 45.2% | 62.8%-17.7pp | 69.4%-24.3pp | 68.1%-22.9pp |
| Annual return | 12.56% | 40.24%-27.7pp | 31.07%-18.5pp | 53.51%-40.9pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,454 | $3,138+10.1% | $4,092-15.6% | $4,126-16.3% |
| Admin fee / account holder | $17,559 | $5,504+219.0% | $7,578+131.7% | $7,339+139.3% |