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 | $49,826 | $56,060-11.1% | $76,002-34.4% | $80,874-38.4% |
| Participation rate | 47.5% | 62.0%-14.5pp | 69.1%-21.6pp | 67.6%-20.1pp |
| Annual return | 10.15% | 20.54%-10.4pp | 360.07%-349.9pp | 35.62%-25.5pp |
| Employer contribution / active EE | $1,363 | $1,873-27.2% | $2,688-49.3% | $2,756-50.5% |
| Participant deferral / active EE | $2,821 | $3,051-7.6% | $4,257-33.7% | $4,297-34.4% |
| Admin fee / account holder | $37,121 | $5,237+608.8% | $6,414+478.8% | $6,935+435.3% |