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 | $68,493 | $86,938-21.2% | $102,423-33.1% | $80,925-15.4% |
| Participation rate | 56.4% | 72.4%-16.0pp | 76.5%-20.1pp | 67.7%-11.2pp |
| Annual return | 10.34% | 18.89%-8.5pp | 29.42%-19.1pp | 35.65%-25.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,575 | $4,120-37.5% | $5,054-49.0% | $4,299-40.1% |
| Admin fee / account holder | $1,005 | $8,053-87.5% | $9,455-89.4% | $6,940-85.5% |