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 | $56,055 | $37,156+50.9% | $83,854-33.2% | $86,983-35.6% |
| Participation rate | 39.4% | 49.1%-9.7pp | 59.1%-19.7pp | 69.5%-30.1pp |
| Annual return | 11.16% | 29.88%-18.7pp | 31.39%-20.2pp | 25.83%-14.7pp |
| Employer contribution / active EE | $264 | $661-60.0% | $1,017-74.0% | $2,584-89.8% |
| Participant deferral / active EE | $1,360 | $1,418-4.1% | $2,035-33.2% | $4,194-67.6% |
| Admin fee / account holder | $17,597 | $2,510+601.1% | $3,197+450.5% | $7,856+124.0% |