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 | $84,343 | $58,828+43.4% | $78,002+8.1% | $62,881+34.1% |
| Participation rate | 41.0% | 71.1%-30.1pp | 75.5%-34.5pp | 69.3%-28.3pp |
| Annual return | -1.79% | 17.16%-18.9pp | 425.99%-427.8pp | 20.14%-21.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,244 | $2,686-53.7% | $3,497-64.4% | $3,203-61.2% |
| Admin fee / account holder | $1,727 | $4,393-60.7% | $5,481-68.5% | $4,296-59.8% |