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 | $41,831 | $81,358-48.6% | $155,556-73.1% | $80,959-48.3% |
| Participation rate | 51.5% | 66.3%-14.8pp | 78.2%-26.7pp | 67.7%-16.2pp |
| Annual return | 5.92% | 33.39%-27.5pp | 64.84%-58.9pp | 35.67%-29.7pp |
| Employer contribution / active EE | $1,012 | $3,106-67.4% | $4,675-78.4% | $2,757-63.3% |
| Participant deferral / active EE | $2,134 | $3,455-38.2% | $5,631-62.1% | $4,300-50.4% |
| Admin fee / account holder | $2,082 | $7,994-74.0% | $15,885-86.9% | $6,925-69.9% |