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 | $56,326 | $88,815-36.6% | $81,882-31.2% | $145,897-61.4% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 8.43% | 1033.75%-1025.3pp | 779.47%-771.0pp | 552.29%-543.9pp |
| Employer contribution / active EE | $1,341 | $3,086-56.5% | $2,916-54.0% | $4,663-71.2% |
| Participant deferral / active EE | $1,654 | $4,647-64.4% | $4,323-61.7% | $6,689-75.3% |
| Admin fee / account holder | $1,036 | $8,434-87.7% | $7,360-85.9% | $13,390-92.3% |