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 | $48,332 | $60,128-19.6% | $90,440-46.6% | $79,852-39.5% |
| Participation rate | 53.3% | 65.0%-11.7pp | 72.7%-19.4pp | 69.6%-16.3pp |
| Annual return | 7.64% | 71.95%-64.3pp | 1294.38%-1286.7pp | 31.72%-24.1pp |
| Employer contribution / active EE | $1,335 | $2,068-35.4% | $3,263-59.1% | $2,471-46.0% |
| Participant deferral / active EE | $2,050 | $2,939-30.2% | $3,964-48.3% | $3,740-45.2% |
| Admin fee / account holder | $1,614 | $3,977-59.4% | $5,615-71.3% | $5,306-69.6% |