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 | $27,967 | $89,515-68.8% | $103,486-73.0% | $80,935-65.4% |
| Participation rate | 60.0% | 76.0%-16.0pp | 80.5%-20.5pp | 67.7%-7.7pp |
| Annual return | 9.85% | 22.82%-13.0pp | 23.93%-14.1pp | 35.66%-25.8pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $4,679-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,394 | $5,463-37.9% | $6,628-48.8% | $4,299-21.1% |
| Admin fee / account holder | $12,279 | $6,527+88.1% | $9,354+31.3% | $6,924+77.3% |