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 | $28,717 | $210,510-86.4% | $153,500-81.3% | $145,877-80.3% |
| Participation rate | 63.6% | 82.1%-18.5pp | 77.1%-13.5pp | 80.3%-16.7pp |
| Annual return | 6.95% | 13.45%-6.5pp | 15.70%-8.8pp | 551.28%-544.3pp |
| Employer contribution / active EE | $0 | $6,052-100.0% | $5,039-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,180 | $7,974-72.7% | $6,756-67.7% | $6,691-67.4% |
| Admin fee / account holder | $3,604 | $19,455-81.5% | $12,736-71.7% | $13,402-73.1% |