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 | $18,544 | $62,672-70.4% | $185,117-90.0% | $70,126-73.6% |
| Participation rate | 54.5% | 63.8%-9.2pp | 77.3%-22.7pp | 69.5%-15.0pp |
| Annual return | 10.08% | 40.79%-30.7pp | 40.50%-30.4pp | 73.15%-63.1pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,873 | $3,272-42.8% | $5,045-62.9% | $3,332-43.8% |
| Admin fee / account holder | $3,300 | $3,932-16.1% | $8,159-59.6% | $4,645-29.0% |