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 | $71,324 | $76,407-6.7% | $150,298-52.5% | $82,448-13.5% |
| Participation rate | 18.2% | 66.4%-48.2pp | 77.8%-59.6pp | 68.1%-49.9pp |
| Annual return | 9.44% | 39.99%-30.6pp | 62.79%-53.3pp | 41.64%-32.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,378 | $3,214-57.1% | $5,453-74.7% | $4,139-66.7% |
| Admin fee / account holder | $17,126 | $6,352+169.6% | $14,116+21.3% | $7,234+136.7% |