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 | $51,111 | $94,436-45.9% | $115,599-55.8% | $82,637-38.2% |
| Participation rate | 39.1% | 70.4%-31.4pp | 74.3%-35.2pp | 68.1%-29.0pp |
| Annual return | 11.67% | 18.37%-6.7pp | 111.10%-99.4pp | 53.51%-41.8pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,162 | $3,955-45.3% | $4,889-55.8% | $4,126-47.6% |
| Admin fee / account holder | $6,342 | $10,328-38.6% | $12,841-50.6% | $7,339-13.6% |