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 | $44,539 | $104,098-57.2% | $140,514-68.3% | $94,015-52.6% |
| Participation rate | 60.0% | 73.7%-13.7pp | 77.8%-17.8pp | 70.8%-10.8pp |
| Annual return | 1.50% | 15.14%-13.6pp | 14.36%-12.9pp | 17.84%-16.3pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,403 | $4,033-40.4% | $4,919-51.2% | $4,249-43.5% |
| Admin fee / account holder | $5,681 | $10,439-45.6% | $13,697-58.5% | $8,951-36.5% |