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 | $57,686 | $85,766-32.7% | $136,298-57.7% | $70,126-17.7% |
| Participation rate | 39.4% | 74.2%-34.8pp | 81.9%-42.5pp | 69.5%-30.1pp |
| Annual return | 13.57% | 31.46%-17.9pp | 5156.27%-5142.7pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,382 | $5,051-33.0% | $6,247-45.9% | $3,332+1.5% |
| Admin fee / account holder | $3,957 | $5,421-27.0% | $9,244-57.2% | $4,645-14.8% |