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 | $35,585 | $49,164-27.6% | $121,169-70.6% | $75,181-52.7% |
| Participation rate | 40.7% | 55.4%-14.7pp | 69.5%-28.8pp | 67.2%-26.5pp |
| Annual return | 10.05% | 56.03%-46.0pp | 986.71%-976.7pp | 160.69%-150.6pp |
| Employer contribution / active EE | $603 | $1,546-61.0% | $4,168-85.5% | $2,671-77.4% |
| Participant deferral / active EE | $2,303 | $2,628-12.4% | $4,083-43.6% | $4,126-44.2% |
| Admin fee / account holder | $509 | $3,942-87.1% | $5,645-91.0% | $5,650-91.0% |