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 | $39,293 | $58,241-32.5% | $81,780-52.0% | $80,911-51.4% |
| Participation rate | 66.7% | 63.4%+3.2pp | 72.4%-5.7pp | 67.6%-1.0pp |
| Annual return | 10.44% | 41.73%-31.3pp | 776.27%-765.8pp | 35.63%-25.2pp |
| Employer contribution / active EE | $852 | $2,343-63.7% | $2,914-70.8% | $2,756-69.1% |
| Participant deferral / active EE | $1,404 | $3,283-57.2% | $4,321-67.5% | $4,297-67.3% |
| Admin fee / account holder | $362 | $4,973-92.7% | $7,384-95.1% | $6,935-94.8% |