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 | $38,963 | $29,716+31.1% | $56,077-30.5% | $80,925-51.9% |
| Participation rate | 44.9% | 41.7%+3.2pp | 52.5%-7.6pp | 67.7%-22.7pp |
| Annual return | 9.88% | 35.30%-25.4pp | 1709.28%-1699.4pp | 35.65%-25.8pp |
| Employer contribution / active EE | $628 | $671-6.4% | $1,040-39.6% | $2,756-77.2% |
| Participant deferral / active EE | $1,404 | $1,228+14.3% | $1,954-28.2% | $4,299-67.3% |
| Admin fee / account holder | $7,377 | $2,432+203.3% | $2,825+161.1% | $6,940+6.3% |