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 | $44,885 | $91,179-50.8% | $178,499-74.9% | $79,852-43.8% |
| Participation rate | 58.1% | 69.2%-11.1pp | 81.9%-23.9pp | 69.6%-11.6pp |
| Annual return | 9.93% | 24.19%-14.3pp | 151.10%-141.2pp | 31.72%-21.8pp |
| Employer contribution / active EE | $1,685 | $3,256-48.2% | $5,011-66.4% | $2,471-31.8% |
| Participant deferral / active EE | $2,160 | $3,236-33.2% | $5,202-58.5% | $3,740-42.2% |
| Admin fee / account holder | $18,053 | $6,749+167.5% | $13,986+29.1% | $5,306+240.2% |