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 | $62,044 | $72,114-14.0% | $108,745-42.9% | $62,881-1.3% |
| Participation rate | 42.5% | 74.6%-32.1pp | 77.7%-35.2pp | 69.3%-26.8pp |
| Annual return | 4.14% | 13.41%-9.3pp | 46.22%-42.1pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $2,694-100.0% | $3,323-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,501 | $4,044-62.9% | $5,121-70.7% | $3,203-53.1% |
| Admin fee / account holder | $8,252 | $4,608+79.1% | $6,144+34.3% | $4,296+92.1% |