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 | $36,426 | $95,406-61.8% | $185,849-80.4% | $85,847-57.6% |
| Participation rate | 30.1% | 68.8%-38.6pp | 81.7%-51.6pp | 69.3%-39.2pp |
| Annual return | 11.46% | 23.59%-12.1pp | 122.10%-110.6pp | 318.61%-307.1pp |
| Employer contribution / active EE | $618 | $3,314-81.3% | $5,169-88.0% | $2,565-75.9% |
| Participant deferral / active EE | $1,483 | $3,424-56.7% | $5,569-73.4% | $3,952-62.5% |
| Admin fee / account holder | $12,262 | $7,214+70.0% | $16,244-24.5% | $6,261+95.9% |