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 | $40,709 | $93,586-56.5% | $135,925-70.1% | $75,173-45.8% |
| Participation rate | 46.2% | 75.2%-29.0pp | 81.9%-35.8pp | 67.2%-21.0pp |
| Annual return | 13.89% | 30.90%-17.0pp | 68.25%-54.4pp | 160.65%-146.8pp |
| Employer contribution / active EE | $2,279 | $3,537-35.6% | $4,857-53.1% | $2,670-14.6% |
| Participant deferral / active EE | $4,818 | $6,405-24.8% | $7,759-37.9% | $4,126+16.8% |
| Admin fee / account holder | $53,757 | $6,977+670.5% | $10,764+399.4% | $5,651+851.2% |