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 | $38,762 | $43,730-11.4% | $121,220-68.0% | $64,173-39.6% |
| Participation rate | 38.6% | 58.3%-19.8pp | 71.8%-33.2pp | 69.6%-31.0pp |
| Annual return | -8.41% | 68.94%-77.4pp | 16.94%-25.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,229 | $1,297-5.2% | $4,023-69.4% | $2,381-48.4% |
| Participant deferral / active EE | $2,402 | $2,281+5.3% | $3,345-28.2% | $3,470-30.8% |
| Admin fee / account holder | $2,469 | $3,502-29.5% | $5,021-50.8% | $4,887-49.5% |