Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $36,207 | $102,422-64.6% | $147,117-75.4% | $80,959-55.3% |
| Participation rate | 37.5% | 75.9%-38.4pp | 82.2%-44.7pp | 67.7%-30.2pp |
| Annual return | 5.72% | 135.16%-129.4pp | 420.54%-414.8pp | 35.67%-30.0pp |
| Employer contribution / active EE | $1,470 | $3,717-60.5% | $4,932-70.2% | $2,757-46.7% |
| Participant deferral / active EE | $3,044 | $6,652-54.2% | $8,065-62.3% | $4,300-29.2% |
| Admin fee / account holder | $47,713 | $7,953+499.9% | $12,993+267.2% | $6,925+589.0% |