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 | $48,898 | $67,602-27.7% | $82,312-40.6% | $70,126-30.3% |
| Participation rate | 59.0% | 72.8%-13.8pp | 76.9%-17.9pp | 69.5%-10.6pp |
| Annual return | 9.46% | 21.57%-12.1pp | 25.88%-16.4pp | 73.15%-63.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,155 | $2,987+5.6% | $3,706-14.9% | $3,332-5.3% |
| Admin fee / account holder | $10,561 | $4,512+134.1% | $5,608+88.3% | $4,645+127.3% |