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 | $50,535 | $49,199+2.7% | $121,210-58.3% | $75,177-32.8% |
| Participation rate | 29.4% | 55.4%-26.0pp | 69.5%-40.1pp | 67.2%-37.8pp |
| Annual return | 13.16% | 56.04%-42.9pp | 987.41%-974.3pp | 160.75%-147.6pp |
| Employer contribution / active EE | $591 | $1,547-61.8% | $4,171-85.8% | $2,671-77.9% |
| Participant deferral / active EE | $1,608 | $2,630-38.9% | $4,084-60.6% | $4,126-61.0% |
| Admin fee / account holder | $404 | $3,946-89.8% | $5,647-92.8% | $5,651-92.9% |