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 | $58,185 | $89,259-34.8% | $107,187-45.7% | $82,637-29.6% |
| Participation rate | 29.3% | 67.9%-38.6pp | 75.0%-45.7pp | 68.1%-38.7pp |
| Annual return | 5.39% | 21.02%-15.6pp | 204.55%-199.2pp | 53.51%-48.1pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,949 | $4,037-51.7% | $5,096-61.8% | $4,126-52.8% |
| Admin fee / account holder | $4,276 | $7,381-42.1% | $9,162-53.3% | $7,339-41.7% |