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 | $58,489 | $169,361-65.5% | $129,397-54.8% | $145,877-59.9% |
| Participation rate | 27.3% | 76.5%-49.2pp | 69.6%-42.3pp | 80.3%-53.0pp |
| Annual return | 7.26% | 14395.54%-14388.3pp | 9453.98%-9446.7pp | 551.28%-544.0pp |
| Employer contribution / active EE | $415 | $5,542-92.5% | $4,154-90.0% | $4,663-91.1% |
| Participant deferral / active EE | $1,317 | $4,987-73.6% | $4,167-68.4% | $6,691-80.3% |
| Admin fee / account holder | $4,167 | $9,903-57.9% | $7,679-45.7% | $13,402-68.9% |