Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $71,804 | $76,834-6.5% | $108,359-33.7% | $87,485-17.9% |
| Participation rate | 19.4% | 61.7%-42.3pp | 70.1%-50.7pp | 68.9%-49.5pp |
| Annual return | 11.51% | 19.09%-7.6pp | 36.89%-25.4pp | 26.06%-14.6pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,733 | $3,100-44.1% | $4,137-58.1% | $4,274-59.4% |
| Admin fee / account holder | $108,706 | $6,537+1562.9% | $9,741+1016.0% | $7,775+1298.2% |