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 | $37,848 | $96,508-60.8% | $75,901-50.1% | $152,897-75.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.3%-19.3pp | 82.5%-32.5pp |
| Annual return | 8.64% | 33.99%-25.4pp | 30.76%-22.1pp | 345.43%-336.8pp |
| Employer contribution / active EE | $1,628 | $3,310-50.8% | $2,501-34.9% | $4,764-65.8% |
| Participant deferral / active EE | $4,167 | $4,554-8.5% | $3,603+15.6% | $5,851-28.8% |
| Admin fee / account holder | $66,449 | $8,081+722.3% | $5,420+1126.0% | $11,599+472.9% |