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 | $39,447 | $81,208-51.4% | $98,920-60.1% | $79,856-50.6% |
| Participation rate | 48.5% | 72.5%-24.0pp | 76.0%-27.5pp | 69.6%-21.2pp |
| Annual return | 9.58% | 60.99%-51.4pp | 196.47%-186.9pp | 31.71%-22.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,651 | $3,265-49.4% | $4,245-61.1% | $3,741-55.9% |
| Admin fee / account holder | $10,615 | $6,013+76.5% | $6,643+59.8% | $5,306+100.0% |