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 | $78,584 | $89,367-12.1% | $141,191-44.3% | $72,975+7.7% |
| Participation rate | 41.1% | 75.1%-34.1pp | 82.5%-41.4pp | 69.5%-28.4pp |
| Annual return | 14.64% | 111.87%-97.2pp | 71.41%-56.8pp | 81.01%-66.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,556 | $5,419-52.8% | $6,710-61.9% | $3,608-29.2% |
| Admin fee / account holder | $908 | $5,957-84.8% | $10,264-91.2% | $5,124-82.3% |