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 | $45,296 | $105,284-57.0% | $150,734-69.9% | $94,015-51.8% |
| Participation rate | 58.6% | 71.7%-13.1pp | 78.4%-19.8pp | 70.8%-12.2pp |
| Annual return | 5.35% | 15.67%-10.3pp | 600.81%-595.5pp | 17.84%-12.5pp |
| Employer contribution / active EE | $2,391 | $3,599-33.6% | $4,918-51.4% | $2,790-14.3% |
| Participant deferral / active EE | $3,245 | $4,274-24.1% | $5,610-42.2% | $4,249-23.6% |
| Admin fee / account holder | $4,498 | $9,839-54.3% | $14,905-69.8% | $8,951-49.8% |