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 | $60,863 | $108,825-44.1% | $156,181-61.0% | $82,448-26.2% |
| Participation rate | 37.5% | 72.4%-34.9pp | 78.8%-41.3pp | 68.1%-30.6pp |
| Annual return | 11.18% | 20.59%-9.4pp | 64.87%-53.7pp | 41.64%-30.5pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,339 | $4,577-48.9% | $6,132-61.9% | $4,139-43.5% |
| Admin fee / account holder | $18,595 | $9,341+99.1% | $14,586+27.5% | $7,234+157.0% |