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 | $40,376 | $71,230-43.3% | $93,727-56.9% | $80,959-50.1% |
| Participation rate | 27.0% | 60.4%-33.4pp | 68.7%-41.7pp | 67.7%-40.7pp |
| Annual return | 6.83% | 11.26%-4.4pp | 133.83%-127.0pp | 35.67%-28.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,645 | $4,037-59.3% | $4,417-62.8% | $4,300-61.8% |
| Admin fee / account holder | $4,781 | $6,961-31.3% | $8,292-42.3% | $6,925-31.0% |