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 | $28,095 | $88,815-68.4% | $81,882-65.7% | $145,897-80.7% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 5.92% | 1033.75%-1027.8pp | 779.47%-773.6pp | 552.29%-546.4pp |
| Employer contribution / active EE | $1,684 | $3,086-45.4% | $2,916-42.2% | $4,663-63.9% |
| Participant deferral / active EE | $1,809 | $4,647-61.1% | $4,323-58.2% | $6,689-73.0% |
| Admin fee / account holder | $88,299 | $8,434+946.9% | $7,360+1099.8% | $13,390+559.4% |