Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $45,014 | $52,353-14.0% | $120,225-62.6% | $82,448-45.4% |
| Participation rate | 37.0% | 58.3%-21.4pp | 69.6%-32.6pp | 68.1%-31.1pp |
| Annual return | 11.56% | 61.85%-50.3pp | 439.23%-427.7pp | 41.64%-30.1pp |
| Employer contribution / active EE | $1,102 | $1,510-27.1% | $3,475-68.3% | $2,551-56.8% |
| Participant deferral / active EE | $2,579 | $2,627-1.8% | $3,999-35.5% | $4,139-37.7% |
| Admin fee / account holder | $22,574 | $4,363+417.4% | $5,696+296.3% | $7,234+212.0% |