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 | $54,138 | $58,311-7.2% | $81,882-33.9% | $80,959-33.1% |
| Participation rate | 54.4% | 63.5%-9.1pp | 72.4%-18.0pp | 67.7%-13.3pp |
| Annual return | 6.32% | 41.85%-35.5pp | 779.47%-773.2pp | 35.67%-29.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,202 | $3,287-2.6% | $4,323-25.9% | $4,300-25.5% |
| Admin fee / account holder | $3,358 | $4,752-29.3% | $7,360-54.4% | $6,925-51.5% |