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 | $52,914 | $58,523-9.6% | $99,479-46.8% | $72,976-27.5% |
| Participation rate | 51.5% | 64.6%-13.1pp | 73.8%-22.3pp | 69.5%-18.0pp |
| Annual return | 10.58% | 28.51%-17.9pp | 30.72%-20.1pp | 81.02%-70.4pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,146 | $2,606-56.0% | $3,619-68.3% | $3,608-68.2% |
| Admin fee / account holder | $489 | $4,102-88.1% | $6,253-92.2% | $5,124-90.5% |