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 | $31,353 | $88,672-64.6% | $105,223-70.2% | $82,448-62.0% |
| Participation rate | 57.5% | 67.9%-10.4pp | 75.0%-17.5pp | 68.1%-10.6pp |
| Annual return | 9.52% | 30.86%-21.3pp | 180.65%-171.1pp | 41.64%-32.1pp |
| Employer contribution / active EE | $1,840 | $3,048-39.6% | $3,689-50.1% | $2,551-27.9% |
| Participant deferral / active EE | $3,811 | $4,036-5.6% | $5,072-24.8% | $4,139-7.9% |
| Admin fee / account holder | $24,301 | $7,146+240.1% | $8,859+174.3% | $7,234+235.9% |