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 | $46,092 | $52,967-13.0% | $172,753-73.3% | $65,186-29.3% |
| Participation rate | 40.6% | 66.2%-25.6pp | 82.6%-42.1pp | 70.2%-29.6pp |
| Annual return | 5.69% | 30.12%-24.4pp | 803.00%-797.3pp | 29.39%-23.7pp |
| Employer contribution / active EE | $696 | $2,190-68.2% | $5,144-86.5% | $2,177-68.0% |
| Participant deferral / active EE | $1,310 | $2,471-47.0% | $5,198-74.8% | $3,514-62.7% |
| Admin fee / account holder | $1,884 | $472+299.2% | $13,956-86.5% | $847+122.4% |