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 | $49,958 | $51,638-3.3% | $68,368-26.9% | $82,448-39.4% |
| Participation rate | 23.5% | 63.6%-40.1pp | 73.8%-50.3pp | 68.1%-44.6pp |
| Annual return | 12.84% | 37.53%-24.7pp | 292.57%-279.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,604 | $2,914-44.9% | $4,123-61.1% | $4,139-61.3% |
| Admin fee / account holder | $3,263 | $4,643-29.7% | $5,150-36.6% | $7,234-54.9% |