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 | $59,604 | $107,421-44.5% | $182,262-67.3% | $94,015-36.6% |
| Participation rate | 57.7% | 77.8%-20.1pp | 84.2%-26.5pp | 70.8%-13.1pp |
| Annual return | 12.61% | 21.32%-8.7pp | 140.60%-128.0pp | 17.84%-5.2pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,974 | $6,558-24.2% | $8,276-39.9% | $4,249+17.0% |
| Admin fee / account holder | $2,890 | $8,692-66.8% | $16,712-82.7% | $8,951-67.7% |