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 | $40,498 | $78,015-48.1% | $178,505-77.3% | $80,959-50.0% |
| Participation rate | 20.6% | 65.7%-45.0pp | 77.1%-56.5pp | 67.7%-47.0pp |
| Annual return | 8.24% | 18.10%-9.9pp | 27.16%-18.9pp | 35.67%-27.4pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,638 | $4,406-62.8% | $6,280-73.9% | $4,300-61.9% |
| Admin fee / account holder | $5,871 | $7,160-18.0% | $10,428-43.7% | $6,925-15.2% |