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 | $61,421 | $78,428-21.7% | $95,960-36.0% | $79,852-23.1% |
| Participation rate | 53.3% | 73.5%-20.2pp | 77.1%-23.7pp | 69.6%-16.3pp |
| Annual return | 9.90% | 19.37%-9.5pp | 91.63%-81.7pp | 31.72%-21.8pp |
| Employer contribution / active EE | $708 | $1,945-63.6% | $2,541-72.1% | $2,471-71.4% |
| Participant deferral / active EE | $2,512 | $3,440-27.0% | $4,167-39.7% | $3,740-32.8% |
| Admin fee / account holder | $13,476 | $5,622+139.7% | $6,797+98.3% | $5,306+154.0% |