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 | $27,907 | $57,305-51.3% | $86,640-67.8% | $75,173-62.9% |
| Participation rate | 66.0% | 63.2%+2.8pp | 71.7%-5.7pp | 67.2%-1.2pp |
| Annual return | 10.18% | 2674.24%-2664.1pp | 592.52%-582.3pp | 160.72%-150.5pp |
| Employer contribution / active EE | $837 | $2,316-63.9% | $3,024-72.3% | $2,671-68.7% |
| Participant deferral / active EE | $1,063 | $3,320-68.0% | $4,438-76.1% | $4,126-74.2% |
| Admin fee / account holder | $9,154 | $4,116+122.4% | $5,616+63.0% | $5,651+62.0% |