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 | $40,030 | $77,472-48.3% | $100,392-60.1% | $80,935-50.5% |
| Participation rate | 59.6% | 76.9%-17.3pp | 81.5%-21.9pp | 67.7%-8.0pp |
| Annual return | 10.96% | 37.26%-26.3pp | 49.45%-38.5pp | 35.66%-24.7pp |
| Employer contribution / active EE | $1,536 | $2,800-45.2% | $3,941-61.0% | $2,757-44.3% |
| Participant deferral / active EE | $3,388 | $6,818-50.3% | $8,090-58.1% | $4,299-21.2% |
| Admin fee / account holder | $19,886 | $5,885+237.9% | $7,904+151.6% | $6,924+187.2% |