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 | $36,793 | $89,367-58.8% | $141,191-73.9% | $72,975-49.6% |
| Participation rate | 20.0% | 75.1%-55.1pp | 82.5%-62.5pp | 69.5%-49.5pp |
| Annual return | 4.84% | 111.87%-107.0pp | 71.41%-66.6pp | 81.01%-76.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,598 | $5,419-52.1% | $6,710-61.3% | $3,608-28.0% |
| Admin fee / account holder | $5,608 | $5,957-5.9% | $10,264-45.4% | $5,124+9.4% |