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 | $43,905 | $29,319+49.7% | $52,425-16.3% | $82,448-46.7% |
| Participation rate | 44.4% | 46.9%-2.4pp | 55.6%-11.2pp | 68.1%-23.6pp |
| Annual return | 12.81% | 535.20%-522.4pp | 302.12%-289.3pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,188 | $586+102.5% | $914+29.9% | $2,551-53.4% |
| Participant deferral / active EE | $1,964 | $1,171+67.7% | $1,790+9.7% | $4,139-52.5% |
| Admin fee / account holder | $17,893 | $1,962+811.9% | $2,495+617.2% | $7,234+147.3% |