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 | $45,111 | $72,273-37.6% | $101,275-55.5% | $79,856-43.5% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 10.08% | 22.30%-12.2pp | 46.48%-36.4pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,340 | $2,691-50.2% | $3,660-63.4% | $2,471-45.8% |
| Participant deferral / active EE | $2,145 | $3,282-34.6% | $4,371-50.9% | $3,741-42.6% |
| Admin fee / account holder | $10,671 | $4,401+142.5% | $5,948+79.4% | $5,306+101.1% |