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 | $81,817 | $153,769-46.8% | $133,975-38.9% | $273,972-70.1% |
| Participation rate | 38.5% | 88.4%-49.9pp | 87.1%-48.6pp | 83.0%-44.6pp |
| Annual return | 3.11% | 36.51%-33.4pp | 29.29%-26.2pp | 41.46%-38.3pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,673 | $6,958-32.8% | $6,282-25.6% | $5,287-11.6% |
| Admin fee / account holder | $749 | $11,765-93.6% | $9,324-92.0% | $10,133-92.6% |