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 | $38,378 | $51,642-25.7% | $129,384-70.3% | $80,935-52.6% |
| Participation rate | 51.5% | 56.9%-5.4pp | 69.6%-18.1pp | 67.7%-16.1pp |
| Annual return | 9.81% | 20.78%-11.0pp | 9461.77%-9452.0pp | 35.66%-25.8pp |
| Employer contribution / active EE | $1,330 | $1,583-16.0% | $4,153-68.0% | $2,757-51.8% |
| Participant deferral / active EE | $2,380 | $2,670-10.8% | $4,166-42.9% | $4,299-44.6% |
| Admin fee / account holder | $5,391 | $4,312+25.0% | $7,686-29.9% | $6,924-22.1% |