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 | $63,938 | $93,345-31.5% | $119,126-46.3% | $87,485-26.9% |
| Participation rate | 48.3% | 68.7%-20.5pp | 75.8%-27.5pp | 68.9%-20.7pp |
| Annual return | 11.21% | 19.08%-7.9pp | 282.11%-270.9pp | 26.06%-14.9pp |
| Employer contribution / active EE | $1,392 | $3,172-56.1% | $4,034-65.5% | $2,596-46.4% |
| Participant deferral / active EE | $3,102 | $4,099-24.3% | $5,318-41.7% | $4,274-27.4% |
| Admin fee / account holder | $70,278 | $8,039+774.3% | $10,693+557.2% | $7,775+803.9% |