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 | $70,366-52.5% | $66,674-49.9% | $138,895-75.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 11.72% | 386.41%-374.7pp | 321.24%-309.5pp | 145.39%-133.7pp |
| Employer contribution / active EE | $1,249 | $2,765-54.8% | $2,620-52.3% | $4,194-70.2% |
| Participant deferral / active EE | $2,240 | $4,374-48.8% | $4,084-45.2% | $6,396-65.0% |
| Admin fee / account holder | $26,660 | $5,262+406.6% | $5,098+422.9% | $12,562+112.2% |