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 | $67,569 | $93,617-27.8% | $135,982-50.3% | $75,177-10.1% |
| Participation rate | 43.1% | 75.2%-32.1pp | 81.9%-38.8pp | 67.2%-24.1pp |
| Annual return | 12.15% | 30.89%-18.7pp | 68.32%-56.2pp | 160.75%-148.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,172 | $6,406-50.5% | $7,760-59.1% | $4,126-23.1% |
| Admin fee / account holder | $13,933 | $6,980+99.6% | $10,767+29.4% | $5,651+146.6% |