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 | $45,399 | $68,852-34.1% | $120,524-62.3% | $80,925-43.9% |
| Participation rate | 42.9% | 61.6%-18.8pp | 71.9%-29.1pp | 67.7%-24.8pp |
| Annual return | 9.47% | 23.67%-14.2pp | 107.36%-97.9pp | 35.65%-26.2pp |
| Employer contribution / active EE | $1,265 | $2,063-38.7% | $3,469-63.5% | $2,756-54.1% |
| Participant deferral / active EE | $1,759 | $3,187-44.8% | $4,994-64.8% | $4,299-59.1% |
| Admin fee / account holder | $18,496 | $5,781+220.0% | $9,440+95.9% | $6,940+166.5% |