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 | $55,640 | $86,938-36.0% | $102,423-45.7% | $80,925-31.2% |
| Participation rate | 54.8% | 72.4%-17.6pp | 76.5%-21.7pp | 67.7%-12.9pp |
| Annual return | 9.81% | 18.89%-9.1pp | 29.42%-19.6pp | 35.65%-25.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,435 | $4,120-16.6% | $5,054-32.0% | $4,299-20.1% |
| Admin fee / account holder | $32,987 | $8,053+309.6% | $9,455+248.9% | $6,940+375.3% |