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 | $28,940 | $75,541-61.7% | $152,093-81.0% | $82,637-65.0% |
| Participation rate | 52.8% | 66.5%-13.8pp | 77.8%-25.0pp | 68.1%-15.3pp |
| Annual return | 12.92% | 32.56%-19.6pp | 66.36%-53.4pp | 53.51%-40.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,055 | $3,206-35.9% | $5,451-62.3% | $4,126-50.2% |
| Admin fee / account holder | $694 | $6,405-89.2% | $14,497-95.2% | $7,339-90.5% |