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 | $64,069 | $109,782-41.6% | $260,467-75.4% | $94,015-31.9% |
| Participation rate | 50.0% | 67.2%-17.2pp | 80.5%-30.5pp | 70.8%-20.8pp |
| Annual return | 9.68% | 18.60%-8.9pp | 100.60%-90.9pp | 17.84%-8.2pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $4,239-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,524 | $4,044-37.6% | $6,319-60.1% | $4,249-40.6% |
| Admin fee / account holder | $13,675 | $11,958+14.4% | $15,461-11.6% | $8,951+52.8% |