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 | $52,495 | $156,963-66.6% | $121,204-56.7% | $139,466-62.4% |
| Participation rate | 22.2% | 76.5%-54.2pp | 69.5%-47.3pp | 80.3%-58.1pp |
| Annual return | 4.53% | 1476.75%-1472.2pp | 987.18%-982.7pp | 373.66%-369.1pp |
| Employer contribution / active EE | $510 | $5,544-90.8% | $4,170-87.8% | $4,754-89.3% |
| Participant deferral / active EE | $1,636 | $4,848-66.3% | $4,083-59.9% | $6,712-75.6% |
| Admin fee / account holder | $4,783 | $6,953-31.2% | $5,651-15.4% | $11,409-58.1% |