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 | $78,900 | $117,904-33.1% | $102,457-23.0% | $145,978-46.0% |
| Participation rate | 52.9% | 78.6%-25.7pp | 76.5%-23.6pp | 80.3%-27.4pp |
| Annual return | 7.29% | 31.80%-24.5pp | 29.41%-22.1pp | 550.52%-543.2pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,810 | $5,733-68.4% | $5,054-64.2% | $6,690-72.9% |
| Admin fee / account holder | $21,551 | $13,329+61.7% | $9,451+128.0% | $13,400+60.8% |