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 | $70,126 | $101,591-31.0% | $147,096-52.3% | $74,429-5.8% |
| Participation rate | 28.7% | 75.5%-46.9pp | 82.2%-53.5pp | 67.2%-38.5pp |
| Annual return | 12.07% | 8746.45%-8734.4pp | 419.75%-407.7pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $1,397 | $3,813-63.4% | $4,936-71.7% | $2,625-46.8% |
| Participant deferral / active EE | $3,390 | $7,302-53.6% | $8,071-58.0% | $4,348-22.0% |
| Admin fee / account holder | $7,438 | $1,750+325.0% | $13,005-42.8% | $1,944+282.6% |