Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $39,823 | $63,703-37.5% | $93,063-57.2% | $82,448-51.7% |
| Participation rate | 32.4% | 63.8%-31.5pp | 72.1%-39.8pp | 68.1%-35.7pp |
| Annual return | 11.98% | -775.43%+787.4pp | 34.15%-22.2pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,137 | $1,729-34.2% | $2,476-54.1% | $2,551-55.4% |
| Participant deferral / active EE | $2,312 | $2,919-20.8% | $3,958-41.6% | $4,139-44.1% |
| Admin fee / account holder | $44,487 | $5,982+643.7% | $6,033+637.4% | $7,234+514.9% |