Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $116,353 | $101,950+14.1% | $125,529-7.3% | $86,983+33.8% |
| Participation rate | 57.6% | 70.2%-12.6pp | 74.7%-17.1pp | 69.5%-12.0pp |
| Annual return | 11.28% | 18.29%-7.0pp | 202.56%-191.3pp | 25.83%-14.5pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,605 | $3,862-6.7% | $4,813-25.1% | $4,194-14.0% |
| Admin fee / account holder | $3,001 | $12,791-76.5% | $16,298-81.6% | $7,856-61.8% |