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 | $40,786 | $55,930-27.1% | $76,089-46.4% | $80,925-49.6% |
| Participation rate | 39.5% | 62.1%-22.6pp | 69.1%-29.6pp | 67.7%-28.2pp |
| Annual return | 6.23% | 20.58%-14.3pp | 360.94%-354.7pp | 35.65%-29.4pp |
| Employer contribution / active EE | $1,071 | $1,866-42.6% | $2,690-60.2% | $2,756-61.1% |
| Participant deferral / active EE | $2,414 | $3,051-20.9% | $4,259-43.3% | $4,299-43.8% |
| Admin fee / account holder | $23,383 | $5,241+346.2% | $6,418+264.3% | $6,940+236.9% |