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 | $47,168 | $134,817-65.0% | $123,973-62.0% | $155,188-69.6% |
| Participation rate | 30.0% | 79.4%-49.4pp | 76.7%-46.7pp | 80.8%-50.8pp |
| Annual return | 7.14% | 515.49%-508.4pp | 388.13%-381.0pp | 148.84%-141.7pp |
| Employer contribution / active EE | $2,800 | $4,425-36.7% | $4,126-32.1% | $4,248-34.1% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $481 | $13,245-96.4% | $11,799-95.9% | $14,480-96.7% |