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 | $38,317 | $106,524-64.0% | $152,301-74.8% | $87,485-56.2% |
| Participation rate | 56.4% | 75.8%-19.4pp | 82.4%-26.1pp | 68.9%-12.6pp |
| Annual return | 11.09% | 26.89%-15.8pp | 80.50%-69.4pp | 26.06%-15.0pp |
| Employer contribution / active EE | $1,597 | $3,371-52.6% | $4,624-65.5% | $2,596-38.5% |
| Participant deferral / active EE | $2,952 | $6,525-54.8% | $8,004-63.1% | $4,274-30.9% |
| Admin fee / account holder | $44,127 | $8,287+432.5% | $14,398+206.5% | $7,775+467.6% |