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 | $73,595 | $81,358-9.5% | $155,556-52.7% | $80,959-9.1% |
| Participation rate | 53.6% | 66.3%-12.7pp | 78.2%-24.7pp | 67.7%-14.1pp |
| Annual return | 5.97% | 33.39%-27.4pp | 64.84%-58.9pp | 35.67%-29.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,345 | $3,455+25.7% | $5,631-22.8% | $4,300+1.0% |
| Admin fee / account holder | $35,917 | $7,994+349.3% | $15,885+126.1% | $6,925+418.6% |