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 | $38,036 | $56,431-32.6% | $130,788-70.9% | $87,485-56.5% |
| Participation rate | 54.3% | 58.9%-4.6pp | 70.1%-15.8pp | 68.9%-14.6pp |
| Annual return | 5.21% | 91.27%-86.1pp | 386.44%-381.2pp | 26.06%-20.8pp |
| Employer contribution / active EE | $423 | $1,549-72.7% | $3,558-88.1% | $2,596-83.7% |
| Participant deferral / active EE | $2,812 | $2,749+2.3% | $4,137-32.0% | $4,274-34.2% |
| Admin fee / account holder | $1,689 | $4,433-61.9% | $6,673-74.7% | $7,775-78.3% |