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 | $41,512 | $63,346-34.5% | $92,240-55.0% | $70,126-40.8% |
| Participation rate | 47.5% | 68.7%-21.1pp | 76.5%-28.9pp | 69.5%-22.0pp |
| Annual return | 11.00% | 530.19%-519.2pp | 176.29%-165.3pp | 73.15%-62.1pp |
| Employer contribution / active EE | $1,740 | $2,471-29.6% | $3,680-52.7% | $2,343-25.7% |
| Participant deferral / active EE | $2,865 | $2,854+0.4% | $3,897-26.5% | $3,332-14.0% |
| Admin fee / account holder | $6,015 | $3,841+56.6% | $5,194+15.8% | $4,645+29.5% |