Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $49,996 | $58,234-14.1% | $81,783-38.9% | $80,874-38.2% |
| Participation rate | 37.9% | 63.4%-25.5pp | 72.4%-34.4pp | 67.6%-29.7pp |
| Annual return | 10.55% | 41.70%-31.2pp | 775.05%-764.5pp | 35.62%-25.1pp |
| Employer contribution / active EE | $1,037 | $2,341-55.7% | $2,913-64.4% | $2,756-62.4% |
| Participant deferral / active EE | $1,894 | $3,283-42.3% | $4,320-56.2% | $4,297-55.9% |
| Admin fee / account holder | $4,714 | $4,982-5.4% | $7,380-36.1% | $6,935-32.0% |