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 | $42,547 | $46,877-9.2% | $122,354-65.2% | $70,126-39.3% |
| Participation rate | 34.5% | 58.2%-23.7pp | 71.6%-37.2pp | 69.5%-35.1pp |
| Annual return | 10.63% | 24.22%-13.6pp | 30.28%-19.6pp | 73.15%-62.5pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,327 | $2,167-38.8% | $3,287-59.6% | $3,332-60.2% |
| Admin fee / account holder | $343 | $3,324-89.7% | $5,479-93.7% | $4,645-92.6% |