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 | $62,416 | $80,812-22.8% | $160,784-61.2% | $82,448-24.3% |
| Participation rate | 44.2% | 66.2%-22.0pp | 77.0%-32.8pp | 68.1%-23.9pp |
| Annual return | 8.53% | 100.59%-92.1pp | 1803.92%-1795.4pp | 41.64%-33.1pp |
| Employer contribution / active EE | $440 | $2,174-79.7% | $3,733-88.2% | $2,551-82.7% |
| Participant deferral / active EE | $2,396 | $4,335-44.7% | $6,293-61.9% | $4,139-42.1% |
| Admin fee / account holder | $22,107 | $7,695+187.3% | $9,717+127.5% | $7,234+205.6% |