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 | $37,320 | $67,602-44.8% | $82,312-54.7% | $70,126-46.8% |
| Participation rate | 53.3% | 72.8%-19.4pp | 76.9%-23.6pp | 69.5%-16.2pp |
| Annual return | 11.84% | 21.57%-9.7pp | 25.88%-14.0pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,567 | $2,987-47.5% | $3,706-57.7% | $3,332-53.0% |
| Admin fee / account holder | $798 | $4,512-82.3% | $5,608-85.8% | $4,645-82.8% |