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 | $61,165 | $81,233-24.7% | $155,567-60.7% | $80,874-24.4% |
| Participation rate | 48.8% | 66.2%-17.5pp | 78.2%-29.4pp | 67.6%-18.9pp |
| Annual return | 10.54% | 33.33%-22.8pp | 64.74%-54.2pp | 35.62%-25.1pp |
| Employer contribution / active EE | $1,166 | $3,101-62.4% | $4,674-75.1% | $2,756-57.7% |
| Participant deferral / active EE | $2,122 | $3,452-38.5% | $5,628-62.3% | $4,297-50.6% |
| Admin fee / account holder | $46,451 | $7,998+480.8% | $15,916+191.8% | $6,935+569.8% |