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 | $35,600 | $57,305-37.9% | $86,640-58.9% | $75,173-52.6% |
| Participation rate | 45.5% | 63.2%-17.8pp | 71.7%-26.3pp | 67.2%-21.7pp |
| Annual return | 11.63% | 2674.24%-2662.6pp | 592.52%-580.9pp | 160.72%-149.1pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,558 | $3,320-23.0% | $4,438-42.4% | $4,126-38.0% |
| Admin fee / account holder | $2,763 | $4,116-32.9% | $5,616-50.8% | $5,651-51.1% |