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 | $71,473 | $58,851+21.4% | $115,167-37.9% | $72,976-2.1% |
| Participation rate | 43.5% | 65.5%-22.0pp | 75.9%-32.4pp | 69.5%-25.9pp |
| Annual return | 14.85% | 23.16%-8.3pp | 35.60%-20.8pp | 81.02%-66.2pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,903 | $2,643-28.0% | $4,169-54.4% | $3,608-47.3% |
| Admin fee / account holder | $16,117 | $6,370+153.0% | $7,089+127.4% | $5,124+214.5% |