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 | $61,329 | $32,037+91.4% | $69,182-11.4% | $62,881-2.5% |
| Participation rate | 23.4% | 43.4%-20.0pp | 55.1%-31.7pp | 69.3%-45.9pp |
| Annual return | 3.97% | 15.16%-11.2pp | -21.93%+25.9pp | 20.14%-16.2pp |
| Employer contribution / active EE | $407 | $679-40.1% | $1,206-66.3% | $2,281-82.2% |
| Participant deferral / active EE | $387 | $1,185-67.3% | $1,897-79.6% | $3,203-87.9% |
| Admin fee / account holder | $2,500 | $2,608-4.2% | $2,697-7.3% | $4,296-41.8% |