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 | $33,824 | $58,311-42.0% | $81,882-58.7% | $80,959-58.2% |
| Participation rate | 57.6% | 63.5%-5.9pp | 72.4%-14.8pp | 67.7%-10.0pp |
| Annual return | 10.73% | 41.85%-31.1pp | 779.47%-768.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $833 | $2,347-64.5% | $2,916-71.4% | $2,757-69.8% |
| Participant deferral / active EE | $2,199 | $3,287-33.1% | $4,323-49.1% | $4,300-48.9% |
| Admin fee / account holder | $1,757 | $4,752-63.0% | $7,360-76.1% | $6,925-74.6% |