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 | $71,262 | $76,407-6.7% | $150,298-52.6% | $82,448-13.6% |
| Participation rate | 46.9% | 66.4%-19.5pp | 77.8%-30.9pp | 68.1%-21.2pp |
| Annual return | 7.14% | 39.99%-32.9pp | 62.79%-55.6pp | 41.64%-34.5pp |
| Employer contribution / active EE | $880 | $2,614-66.3% | $4,154-78.8% | $2,551-65.5% |
| Participant deferral / active EE | $1,300 | $3,214-59.6% | $5,453-76.2% | $4,139-68.6% |
| Admin fee / account holder | $59,611 | $6,352+838.5% | $14,116+322.3% | $7,234+724.0% |