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 | $68,830 | $73,787-6.7% | $98,716-30.3% | $82,448-16.5% |
| Participation rate | 24.0% | 61.4%-37.4pp | 69.3%-45.3pp | 68.1%-44.1pp |
| Annual return | 9.16% | 18.57%-9.4pp | 31.81%-22.7pp | 41.64%-32.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,275 | $3,081-58.6% | $4,048-68.5% | $4,139-69.2% |
| Admin fee / account holder | $75,999 | $6,500+1069.2% | $8,703+773.3% | $7,234+950.5% |