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 | $33,006 | $72,177-54.3% | $115,037-71.3% | $59,633-44.7% |
| Participation rate | 40.5% | 72.6%-32.0pp | 81.4%-40.8pp | 68.7%-28.1pp |
| Annual return | -4.05% | 12.02%-16.1pp | 26.14%-30.2pp | 2041.40%-2045.5pp |
| Employer contribution / active EE | $1,160 | $2,841-59.2% | $4,608-74.8% | $2,203-47.3% |
| Participant deferral / active EE | $3,999 | $4,783-16.4% | $6,026-33.6% | $3,192+25.3% |
| Admin fee / account holder | $5,610 | $4,927+13.9% | $8,175-31.4% | $4,297+30.6% |