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 | $81,151 | $65,041+24.8% | $90,965-10.8% | $79,858+1.6% |
| Participation rate | 42.1% | 61.6%-19.5pp | 69.0%-26.9pp | 69.6%-27.5pp |
| Annual return | 9.64% | 30.45%-20.8pp | 134.57%-124.9pp | 31.72%-22.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,966 | $2,512+18.1% | $3,373-12.1% | $3,740-20.7% |
| Admin fee / account holder | $27,844 | $4,536+513.8% | $5,960+367.2% | $5,306+424.8% |