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 | $52,165 | $82,032-36.4% | $123,106-57.6% | $59,633-12.5% |
| Participation rate | 61.1% | 83.2%-22.1pp | 86.8%-25.7pp | 68.7%-7.6pp |
| Annual return | -2.05% | 5.12%-7.2pp | 13.22%-15.3pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,849 | $4,667-17.5% | $6,229-38.2% | $3,192+20.6% |
| Admin fee / account holder | $7,625 | $5,881+29.7% | $9,015-15.4% | $4,297+77.4% |