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 | $54,777 | $81,487-32.8% | $102,412-46.5% | $80,935-32.3% |
| Participation rate | 46.9% | 66.8%-20.0pp | 74.5%-27.6pp | 67.7%-20.8pp |
| Annual return | 10.34% | 25.60%-15.3pp | 24.94%-14.6pp | 35.66%-25.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,624 | $3,871-6.4% | $5,060-28.4% | $4,299-15.7% |
| Admin fee / account holder | $35,942 | $6,717+435.1% | $8,388+328.5% | $6,924+419.1% |