Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $49,115 | $49,025+0.2% | $87,502-43.9% | $62,881-21.9% |
| Participation rate | 25.4% | 64.9%-39.5pp | 73.8%-48.4pp | 69.3%-43.9pp |
| Annual return | 0.67% | 10.02%-9.4pp | 12.21%-11.5pp | 20.14%-19.5pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $857 | $2,289-62.6% | $3,149-72.8% | $3,203-73.2% |
| Admin fee / account holder | $420 | $4,065-89.7% | $4,221-90.0% | $4,296-90.2% |