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 | $43,893 | $95,383-54.0% | $185,837-76.4% | $85,856-48.9% |
| Participation rate | 44.3% | 68.8%-24.5pp | 81.7%-37.4pp | 69.3%-25.1pp |
| Annual return | 9.58% | 23.59%-14.0pp | 122.08%-112.5pp | 318.58%-309.0pp |
| Employer contribution / active EE | $960 | $3,313-71.0% | $5,168-81.4% | $2,565-62.6% |
| Participant deferral / active EE | $2,984 | $3,423-12.8% | $5,568-46.4% | $3,952-24.5% |
| Admin fee / account holder | $434 | $7,213-94.0% | $16,241-97.3% | $6,261-93.1% |