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 | $58,020 | $88,702-34.6% | $81,780-29.1% | $145,978-60.3% |
| Participation rate | 27.8% | 75.0%-47.3pp | 72.4%-44.6pp | 80.3%-52.5pp |
| Annual return | 8.99% | 1029.12%-1020.1pp | 776.27%-767.3pp | 550.52%-541.5pp |
| Employer contribution / active EE | $696 | $3,084-77.4% | $2,914-76.1% | $4,662-85.1% |
| Participant deferral / active EE | $1,716 | $4,645-63.1% | $4,321-60.3% | $6,690-74.3% |
| Admin fee / account holder | $641 | $8,414-92.4% | $7,384-91.3% | $13,400-95.2% |