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 | $41,990 | $84,236-50.2% | $170,439-75.4% | $70,124-40.1% |
| Participation rate | 64.0% | 70.8%-6.8pp | 83.6%-19.6pp | 69.5%-5.5pp |
| Annual return | 3.78% | 23.06%-19.3pp | 205.94%-202.2pp | 73.14%-69.4pp |
| Employer contribution / active EE | $2,340 | $3,387-30.9% | $5,433-56.9% | $2,342-0.1% |
| Participant deferral / active EE | $1,887 | $3,086-38.8% | $4,939-61.8% | $3,332-43.4% |
| Admin fee / account holder | $1,415 | $5,698-75.2% | $13,881-89.8% | $4,645-69.5% |