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 | $49,374 | $56,287-12.3% | $80,977-39.0% | $62,881-21.5% |
| Participation rate | 68.0% | 68.9%-0.9pp | 75.8%-7.8pp | 69.3%-1.3pp |
| Annual return | 3.38% | 22.13%-18.7pp | 17.11%-13.7pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,060 | $4,196-50.9% | $5,696-63.8% | $3,203-35.7% |
| Admin fee / account holder | $13,849 | $3,742+270.1% | $5,517+151.0% | $4,296+222.4% |