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 | $54,474 | $47,848+13.8% | $81,473-33.1% | $70,126-22.3% |
| Participation rate | 44.2% | 58.3%-14.0pp | 68.0%-23.7pp | 69.5%-25.3pp |
| Annual return | 10.31% | 27.25%-16.9pp | 38.78%-28.5pp | 73.15%-62.8pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,185 | $2,453-10.9% | $3,537-38.2% | $3,332-34.4% |
| Admin fee / account holder | $32,708 | $3,145+940.0% | $4,561+617.1% | $4,645+604.1% |