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 | $54,550 | $49,976+9.2% | $66,674-18.2% | $82,637-34.0% |
| Participation rate | 61.8% | 63.1%-1.3pp | 73.7%-11.9pp | 68.1%-6.2pp |
| Annual return | 11.04% | 39.09%-28.1pp | 321.24%-310.2pp | 53.51%-42.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,294 | $2,847+15.7% | $4,084-19.3% | $4,126-20.2% |
| Admin fee / account holder | $1,474 | $4,594-67.9% | $5,098-71.1% | $7,339-79.9% |