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 | $61,700 | $101,798-39.4% | $165,071-62.6% | $80,935-23.8% |
| Participation rate | 61.2% | 71.8%-10.6pp | 78.6%-17.4pp | 67.7%-6.4pp |
| Annual return | 3.58% | 16.73%-13.1pp | 70.17%-66.6pp | 35.66%-32.1pp |
| Employer contribution / active EE | $1,469 | $2,954-50.3% | $4,347-66.2% | $2,757-46.7% |
| Participant deferral / active EE | $2,582 | $4,476-42.3% | $6,035-57.2% | $4,299-40.0% |
| Admin fee / account holder | $162,974 | $8,221+1882.3% | $12,695+1183.8% | $6,924+2253.6% |