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 | $62,331 | $48,078+29.6% | $78,676-20.8% | $62,881-0.9% |
| Participation rate | 36.7% | 65.2%-28.5pp | 73.6%-36.9pp | 69.3%-32.6pp |
| Annual return | 1.13% | 31.36%-30.2pp | 62.19%-61.1pp | 20.14%-19.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,627 | $2,587-37.1% | $3,517-53.7% | $3,203-49.2% |
| Admin fee / account holder | $14,741 | $3,206+359.8% | $4,510+226.8% | $4,296+243.2% |