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 | $56,116-42.5% | $135,768-76.2% | $86,983-62.9% |
| Participation rate | 59.5% | 60.1%-0.7pp | 71.1%-11.6pp | 69.5%-10.1pp |
| Annual return | 11.07% | 125.33%-114.3pp | 526.10%-515.0pp | 25.83%-14.8pp |
| Employer contribution / active EE | $971 | $1,528-36.4% | $3,394-71.4% | $2,584-62.4% |
| Participant deferral / active EE | $2,000 | $2,690-25.6% | $3,977-49.7% | $4,194-52.3% |
| Admin fee / account holder | $7,792 | $4,314+80.6% | $7,048+10.6% | $7,856-0.8% |