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 | $63,616 | $81,457-21.9% | $103,378-38.5% | $80,911-21.4% |
| Participation rate | 49.0% | 66.8%-17.8pp | 74.5%-25.5pp | 67.6%-18.6pp |
| Annual return | 9.48% | 25.58%-16.1pp | 24.91%-15.4pp | 35.63%-26.2pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,133 | $3,871+58.4% | $5,058+21.3% | $4,297+42.7% |
| Admin fee / account holder | $16,668 | $6,717+148.2% | $8,401+98.4% | $6,935+140.4% |