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 | $33,415 | $72,071-53.6% | $68,368-51.1% | $137,256-75.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 11.72% | 353.14%-341.4pp | 292.57%-280.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,249 | $2,788-55.2% | $2,649-52.9% | $4,156-70.0% |
| Participant deferral / active EE | $2,240 | $4,410-49.2% | $4,123-45.7% | $6,407-65.0% |
| Admin fee / account holder | $26,660 | $5,336+399.7% | $5,150+417.7% | $12,270+117.3% |