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 | $27,266 | $110,379-75.3% | $102,412-73.4% | $145,884-81.3% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 7.02% | 24.84%-17.8pp | 24.94%-17.9pp | 551.85%-544.8pp |
| Employer contribution / active EE | $1,486 | $4,216-64.8% | $3,870-61.6% | $4,662-68.1% |
| Participant deferral / active EE | $4,358 | $5,622-22.5% | $5,060-13.9% | $6,690-34.9% |
| Admin fee / account holder | $33,042 | $9,745+239.1% | $8,388+293.9% | $13,392+146.7% |