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 | $35,028 | $52,580-33.4% | $71,671-51.1% | $70,126-50.1% |
| Participation rate | 18.8% | 60.9%-42.1pp | 68.7%-50.0pp | 69.5%-50.8pp |
| Annual return | 10.35% | 20.25%-9.9pp | 20.65%-10.3pp | 73.15%-62.8pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $897 | $2,386-62.4% | $3,438-73.9% | $3,332-73.1% |
| Admin fee / account holder | $1,597 | $3,653-56.3% | $5,558-71.3% | $4,645-65.6% |