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 | $48,556 | $60,119-19.2% | $90,430-46.3% | $79,858-39.2% |
| Participation rate | 59.0% | 65.0%-6.0pp | 72.7%-13.7pp | 69.6%-10.7pp |
| Annual return | 3.10% | 71.94%-68.8pp | 1293.73%-1290.6pp | 31.72%-28.6pp |
| Employer contribution / active EE | $1,269 | $2,068-38.6% | $3,262-61.1% | $2,471-48.6% |
| Participant deferral / active EE | $2,543 | $2,938-13.5% | $3,963-35.8% | $3,740-32.0% |
| Admin fee / account holder | $4,780 | $3,976+20.2% | $5,613-14.9% | $5,306-9.9% |