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 | $66,570 | $49,976+33.2% | $66,674-0.2% | $82,637-19.4% |
| Participation rate | 37.5% | 63.1%-25.6pp | 73.7%-36.2pp | 68.1%-30.6pp |
| Annual return | 8.33% | 39.09%-30.8pp | 321.24%-312.9pp | 53.51%-45.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,246 | $2,847+49.2% | $4,084+4.0% | $4,126+2.9% |
| Admin fee / account holder | $30,902 | $4,594+572.7% | $5,098+506.2% | $7,339+321.1% |