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 | $64,362 | $83,485-22.9% | $125,195-48.6% | $72,976-11.8% |
| Participation rate | 51.4% | 73.3%-21.9pp | 79.8%-28.4pp | 69.5%-18.1pp |
| Annual return | 7.87% | 25.77%-17.9pp | 43.79%-35.9pp | 81.02%-73.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,599 | $3,586-27.5% | $4,937-47.4% | $3,608-28.0% |
| Admin fee / account holder | $1,045 | $5,518-81.1% | $9,704-89.2% | $5,124-79.6% |