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 | $54,642 | $101,672-46.3% | $147,117-62.9% | $74,478-26.6% |
| Participation rate | 47.2% | 75.5%-28.3pp | 82.2%-35.0pp | 67.2%-20.0pp |
| Annual return | 11.26% | 8757.83%-8746.6pp | 420.54%-409.3pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $1,262 | $3,813-66.9% | $4,932-74.4% | $2,626-51.9% |
| Participant deferral / active EE | $3,540 | $7,305-51.5% | $8,065-56.1% | $4,350-18.6% |
| Admin fee / account holder | $4,661 | $1,753+165.9% | $12,993-64.1% | $1,946+139.6% |