Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $45,349 | $71,230-36.3% | $93,727-51.6% | $80,959-44.0% |
| Participation rate | 41.7% | 60.4%-18.7pp | 68.7%-27.0pp | 67.7%-26.0pp |
| Annual return | 6.43% | 11.26%-4.8pp | 133.83%-127.4pp | 35.67%-29.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,507 | $4,037-62.7% | $4,417-65.9% | $4,300-64.9% |
| Admin fee / account holder | $11,346 | $6,961+63.0% | $8,292+36.8% | $6,925+63.8% |