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 | $42,809 | $46,877-8.7% | $122,354-65.0% | $70,126-39.0% |
| Participation rate | 56.4% | 58.2%-1.8pp | 71.6%-15.2pp | 69.5%-13.1pp |
| Annual return | 12.51% | 24.22%-11.7pp | 30.28%-17.8pp | 73.15%-60.6pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,892 | $2,167+33.4% | $3,287-12.0% | $3,332-13.2% |
| Admin fee / account holder | $2,306 | $3,324-30.6% | $5,479-57.9% | $4,645-50.4% |