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 | $45,270 | $110,039-58.9% | $97,260-53.5% | $145,884-69.0% |
| Participation rate | 53.3% | 75.9%-22.6pp | 72.7%-19.3pp | 80.3%-27.0pp |
| Annual return | 5.73% | 244.44%-238.7pp | 75.54%-69.8pp | 551.85%-546.1pp |
| Employer contribution / active EE | $1,201 | $3,074-60.9% | $2,721-55.9% | $4,662-74.2% |
| Participant deferral / active EE | $3,574 | $4,674-23.5% | $4,262-16.1% | $6,690-46.6% |
| Admin fee / account holder | $19,742 | $6,204+218.2% | $5,640+250.0% | $13,392+47.4% |