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 | $28,709 | $99,011-71.0% | $86,582-66.8% | $147,586-80.5% |
| Participation rate | 61.1% | 76.3%-15.2pp | 73.5%-12.4pp | 82.8%-21.7pp |
| Annual return | 7.20% | 1312.75%-1305.5pp | 965.08%-957.9pp | 578.59%-571.4pp |
| Employer contribution / active EE | $713 | $3,132-77.2% | $2,839-74.9% | $4,876-85.4% |
| Participant deferral / active EE | $1,684 | $3,972-57.6% | $3,609-53.3% | $5,439-69.0% |
| Admin fee / account holder | $720 | $5,709-87.4% | $4,904-85.3% | $10,886-93.4% |