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 | $55,457 | $43,075+28.7% | $74,577-25.6% | $62,881-11.8% |
| Participation rate | 58.9% | 58.1%+0.9pp | 68.1%-9.2pp | 69.3%-10.4pp |
| Annual return | 4.38% | 17.50%-13.1pp | 20.47%-16.1pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,228 | $2,389-6.8% | $3,458-35.6% | $3,203-30.5% |
| Admin fee / account holder | $4,460 | $2,840+57.1% | $4,138+7.8% | $4,296+3.8% |