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 | $44,584 | $85,515-47.9% | $112,040-60.2% | $67,986-34.4% |
| Participation rate | 57.0% | 68.2%-11.2pp | 76.5%-19.5pp | 57.2%-0.2pp |
| Annual return | 6.30% | 29.68%-23.4pp | 24.52%-18.2pp | 31.67%-25.4pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,813 | $4,014-54.8% | $5,098-64.4% | $3,358-46.0% |
| Admin fee / account holder | $5,105 | $3,774+35.3% | $12,098-57.8% | $3,203+59.4% |