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 | $55,889-10.8% | $76,119-34.5% | $80,935-38.4% |
| Participation rate | 47.5% | 62.1%-14.6pp | 69.1%-21.6pp | 67.7%-20.2pp |
| Annual return | 10.15% | 20.58%-10.4pp | 361.25%-351.1pp | 35.66%-25.5pp |
| Employer contribution / active EE | $1,363 | $1,866-26.9% | $2,693-49.4% | $2,757-50.5% |
| Participant deferral / active EE | $2,821 | $3,051-7.6% | $4,259-33.8% | $4,299-34.4% |
| Admin fee / account holder | $37,121 | $5,241+608.2% | $6,421+478.1% | $6,924+436.1% |