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 | $40,198 | $57,352-29.9% | $83,830-52.0% | $64,173-37.4% |
| Participation rate | 42.3% | 68.6%-26.3pp | 76.1%-33.8pp | 69.6%-27.3pp |
| Annual return | -10.23% | 11.38%-21.6pp | 850.97%-861.2pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,306 | $2,546-48.7% | $3,631-64.0% | $2,381-45.1% |
| Participant deferral / active EE | $2,043 | $2,993-31.7% | $4,082-50.0% | $3,470-41.1% |
| Admin fee / account holder | $2,333 | $4,046-42.3% | $5,479-57.4% | $4,887-52.3% |