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 | $68,066 | $95,404-28.7% | $113,397-40.0% | $82,637-17.6% |
| Participation rate | 62.0% | 72.8%-10.8pp | 76.5%-14.5pp | 68.1%-6.1pp |
| Annual return | 10.06% | 19.08%-9.0pp | 23.20%-13.1pp | 53.51%-43.4pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,191 | $4,220-24.4% | $5,076-37.1% | $4,126-22.7% |
| Admin fee / account holder | $26,216 | $9,168+186.0% | $11,957+119.3% | $7,339+257.2% |