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 | $34,619 | $100,139-65.4% | $85,187-59.4% | $145,884-76.3% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 6.43% | 84.15%-77.7pp | 66.67%-60.2pp | 551.85%-545.4pp |
| Employer contribution / active EE | $573 | $3,238-82.3% | $2,732-79.0% | $4,662-87.7% |
| Participant deferral / active EE | $924 | $5,296-82.5% | $4,525-79.6% | $6,690-86.2% |
| Admin fee / account holder | $5,674 | $7,262-21.9% | $6,162-7.9% | $13,392-57.6% |