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 | $56,283 | $68,880-18.3% | $120,580-53.3% | $80,959-30.5% |
| Participation rate | 44.7% | 61.7%-17.0pp | 72.0%-27.3pp | 67.7%-23.0pp |
| Annual return | 9.89% | 23.68%-13.8pp | 107.48%-97.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,155 | $3,191-63.8% | $4,995-76.9% | $4,300-73.1% |
| Admin fee / account holder | $5,273 | $5,785-8.8% | $9,418-44.0% | $6,925-23.9% |