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 | $43,298 | $80,332-46.1% | $107,187-59.6% | $64,097-32.4% |
| Participation rate | 48.0% | 54.4%-6.4pp | 75.0%-27.1pp | 55.2%-7.2pp |
| Annual return | 11.11% | 24.26%-13.1pp | 204.55%-193.4pp | 34.64%-23.5pp |
| Employer contribution / active EE | $1,508 | $2,501-39.7% | $3,782-60.1% | $1,891-20.3% |
| Participant deferral / active EE | $3,206 | $3,109+3.1% | $5,096-37.1% | $3,080+4.1% |
| Admin fee / account holder | $13,071 | $4,314+203.0% | $9,162+42.7% | $3,454+278.4% |