Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $42,386 | $109,908-61.4% | $97,161-56.4% | $145,978-71.0% |
| Participation rate | 30.8% | 75.9%-45.2pp | 72.7%-41.9pp | 80.3%-49.5pp |
| Annual return | 3.76% | 243.80%-240.0pp | 75.36%-71.6pp | 550.52%-546.8pp |
| Employer contribution / active EE | $1,255 | $3,077-59.2% | $2,723-53.9% | $4,662-73.1% |
| Participant deferral / active EE | $1,255 | $4,679-73.2% | $4,265-70.6% | $6,690-81.2% |
| Admin fee / account holder | $41,242 | $6,213+563.8% | $5,647+630.3% | $13,400+207.8% |