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 | $28,967 | $71,197-59.3% | $93,669-69.1% | $80,925-64.2% |
| Participation rate | 45.5% | 60.4%-14.9pp | 68.7%-23.3pp | 67.7%-22.2pp |
| Annual return | 8.41% | 11.27%-2.9pp | 133.59%-125.2pp | 35.65%-27.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,692 | $4,036-58.1% | $4,416-61.7% | $4,299-60.6% |
| Admin fee / account holder | $3,670 | $6,959-47.3% | $8,291-55.7% | $6,940-47.1% |