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 | $42,792 | $58,258-26.5% | $81,820-47.7% | $80,925-47.1% |
| Participation rate | 54.0% | 63.5%-9.5pp | 72.4%-18.4pp | 67.7%-13.7pp |
| Annual return | 9.36% | 41.76%-32.4pp | 777.93%-768.6pp | 35.65%-26.3pp |
| Employer contribution / active EE | $722 | $2,345-69.2% | $2,915-75.2% | $2,756-73.8% |
| Participant deferral / active EE | $932 | $3,284-71.6% | $4,323-78.4% | $4,299-78.3% |
| Admin fee / account holder | $6,234 | $4,976+25.3% | $7,391-15.6% | $6,940-10.2% |