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 | $54,533 | $55,932-2.5% | $76,735-28.9% | $67,986-19.8% |
| Participation rate | 26.4% | 50.8%-24.4pp | 69.5%-43.1pp | 57.2%-30.8pp |
| Annual return | 11.78% | 23.10%-11.3pp | 29.77%-18.0pp | 31.67%-19.9pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,604 | $2,558-37.3% | $4,088-60.8% | $3,358-52.2% |
| Admin fee / account holder | $31,701 | $4,907+546.0% | $7,189+340.9% | $3,203+889.7% |