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 | $62,226 | $105,284-40.9% | $150,734-58.7% | $94,015-33.8% |
| Participation rate | 61.1% | 71.7%-10.6pp | 78.4%-17.3pp | 70.8%-9.7pp |
| Annual return | 3.43% | 15.67%-12.2pp | 600.81%-597.4pp | 17.84%-14.4pp |
| Employer contribution / active EE | $1,088 | $3,599-69.8% | $4,918-77.9% | $2,790-61.0% |
| Participant deferral / active EE | $2,394 | $4,274-44.0% | $5,610-57.3% | $4,249-43.7% |
| Admin fee / account holder | $4,853 | $9,839-50.7% | $14,905-67.4% | $8,951-45.8% |