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 | $42,315 | $43,075-1.8% | $74,577-43.3% | $62,881-32.7% |
| Participation rate | 28.0% | 58.1%-30.1pp | 68.1%-40.1pp | 69.3%-41.3pp |
| Annual return | 4.36% | 17.50%-13.1pp | 20.47%-16.1pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $863 | $2,389-63.9% | $3,458-75.0% | $3,203-73.0% |
| Admin fee / account holder | $5,931 | $2,840+108.9% | $4,138+43.3% | $4,296+38.1% |