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 | $83,249 | $45,343+83.6% | $150,298-44.6% | $67,986+22.5% |
| Participation rate | 33.1% | 51.9%-18.7pp | 77.8%-44.6pp | 57.2%-24.1pp |
| Annual return | 10.08% | 33.28%-23.2pp | 62.79%-52.7pp | 31.67%-21.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,956 | $2,055-4.8% | $5,453-64.1% | $3,358-41.7% |
| Admin fee / account holder | $4,153 | $2,250+84.6% | $14,116-70.6% | $3,203+29.7% |