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 | $53,698 | $50,554+6.2% | $67,681-20.7% | $87,485-38.6% |
| Participation rate | 25.0% | 67.7%-42.7pp | 73.7%-48.7pp | 68.9%-43.9pp |
| Annual return | 9.55% | 17.81%-8.3pp | 590.58%-581.0pp | 26.06%-16.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,782 | $2,961-39.8% | $3,976-55.2% | $4,274-58.3% |
| Admin fee / account holder | $11,768 | $4,132+184.8% | $6,100+92.9% | $7,775+51.4% |