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 | $40,640 | $111,535-63.6% | $105,223-61.4% | $137,256-70.4% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 5.99% | 237.85%-231.9pp | 180.65%-174.7pp | 220.34%-214.3pp |
| Employer contribution / active EE | $1,637 | $3,939-58.5% | $3,689-55.6% | $4,156-60.6% |
| Participant deferral / active EE | $2,472 | $5,500-55.1% | $5,072-51.3% | $6,407-61.4% |
| Admin fee / account holder | $14,343 | $9,721+47.5% | $8,859+61.9% | $12,270+16.9% |