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 | $30,742 | $101,063-69.6% | $81,473-62.3% | $147,586-79.2% |
| Participation rate | 47.8% | 74.5%-26.6pp | 68.0%-20.1pp | 82.8%-35.0pp |
| Annual return | 4.14% | 32.41%-28.3pp | 38.78%-34.6pp | 578.59%-574.5pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,456 | $4,242-65.7% | $3,537-58.8% | $5,439-73.2% |
| Admin fee / account holder | $10,136 | $5,812+74.4% | $4,561+122.2% | $10,886-6.9% |