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 | $41,967 | $77,908-46.1% | $149,696-72.0% | $75,173-44.2% |
| Participation rate | 43.5% | 65.6%-22.1pp | 78.8%-35.3pp | 67.2%-23.7pp |
| Annual return | 12.74% | 31.73%-19.0pp | 134.46%-121.7pp | 160.72%-148.0pp |
| Employer contribution / active EE | $729 | $3,138-76.8% | $4,821-84.9% | $2,671-72.7% |
| Participant deferral / active EE | $2,072 | $3,411-39.3% | $5,682-63.5% | $4,126-49.8% |
| Admin fee / account holder | $2,420 | $5,950-59.3% | $13,212-81.7% | $5,651-57.2% |