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 | $62,826 | $77,638-19.1% | $156,551-59.9% | $62,881-0.1% |
| Participation rate | 17.1% | 71.2%-54.1pp | 84.0%-66.9pp | 69.3%-52.2pp |
| Annual return | 3.38% | 50.33%-46.9pp | 32.23%-28.8pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,461 | $3,046-52.0% | $4,871-70.0% | $3,203-54.4% |
| Admin fee / account holder | $3,991 | $5,561-28.2% | $13,028-69.4% | $4,296-7.1% |