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 | $39,382 | $48,364-18.6% | $71,796-45.1% | $62,881-37.4% |
| Participation rate | 49.2% | 60.6%-11.4pp | 69.1%-19.9pp | 69.3%-20.1pp |
| Annual return | 4.23% | 13.16%-8.9pp | 78.04%-73.8pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,734 | $2,091-17.1% | $2,794-37.9% | $3,203-45.9% |
| Admin fee / account holder | $753 | $3,771-80.0% | $4,815-84.4% | $4,296-82.5% |