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 | $32,291 | $52,353-38.3% | $120,225-73.1% | $82,448-60.8% |
| Participation rate | 59.5% | 58.3%+1.1pp | 69.6%-10.1pp | 68.1%-8.6pp |
| Annual return | 11.07% | 61.85%-50.8pp | 439.23%-428.2pp | 41.64%-30.6pp |
| Employer contribution / active EE | $971 | $1,510-35.7% | $3,475-72.1% | $2,551-61.9% |
| Participant deferral / active EE | $2,000 | $2,627-23.9% | $3,999-50.0% | $4,139-51.7% |
| Admin fee / account holder | $7,792 | $4,363+78.6% | $5,696+36.8% | $7,234+7.7% |