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 | $54,145 | $165,939-67.4% | $122,354-55.7% | $147,586-63.3% |
| Participation rate | 40.0% | 79.6%-39.6pp | 71.6%-31.6pp | 82.8%-42.8pp |
| Annual return | 4.90% | 34.56%-29.7pp | 30.28%-25.4pp | 578.59%-573.7pp |
| Employer contribution / active EE | $1,403 | $5,754-75.6% | $4,051-65.4% | $4,876-71.2% |
| Participant deferral / active EE | $4,876 | $4,005+21.7% | $3,287+48.3% | $5,439-10.4% |
| Admin fee / account holder | $35,135 | $7,425+373.2% | $5,479+541.3% | $10,886+222.8% |