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 | $45,880 | $108,825-57.8% | $156,181-70.6% | $82,448-44.4% |
| Participation rate | 47.8% | 72.4%-24.5pp | 78.8%-31.0pp | 68.1%-20.2pp |
| Annual return | 9.56% | 20.59%-11.0pp | 64.87%-55.3pp | 41.64%-32.1pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,459 | $4,577-24.4% | $6,132-43.6% | $4,139-16.4% |
| Admin fee / account holder | $24,591 | $9,341+163.3% | $14,586+68.6% | $7,234+239.9% |