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 | $38,648 | $67,411-42.7% | $91,004-57.5% | $70,126-44.9% |
| Participation rate | 66.7% | 71.4%-4.7pp | 75.6%-8.9pp | 69.5%-2.9pp |
| Annual return | 9.41% | -40.16%+49.6pp | 4.60%+4.8pp | 73.15%-63.7pp |
| Employer contribution / active EE | $2,056 | $1,786+15.1% | $2,456-16.3% | $2,343-12.2% |
| Participant deferral / active EE | $3,064 | $2,823+8.6% | $3,548-13.6% | $3,332-8.0% |
| Admin fee / account holder | $30,447 | $4,236+618.7% | $5,417+462.0% | $4,645+555.4% |