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 | $62,175 | $97,125-36.0% | $86,233-27.9% | $137,256-54.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 9.88% | 74.19%-64.3pp | 61.39%-51.5pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,332 | $2,841-53.1% | $2,504-46.8% | $4,156-67.9% |
| Participant deferral / active EE | $1,937 | $5,180-62.6% | $4,559-57.5% | $6,407-69.8% |
| Admin fee / account holder | $30,474 | $9,725+213.4% | $8,342+265.3% | $12,270+148.4% |