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 | $10,726 | $81,749-86.9% | $58,544-81.7% | $139,456-92.3% |
| Participation rate | 60.0% | 61.3%-1.3pp | 50.9%+9.1pp | 80.3%-20.3pp |
| Annual return | 5.65% | 7425.45%-7419.8pp | 4249.56%-4243.9pp | 373.45%-367.8pp |
| Employer contribution / active EE | $502 | $1,398-64.1% | $1,053-52.3% | $4,753-89.4% |
| Participant deferral / active EE | $1,697 | $2,555-33.6% | $1,923-11.8% | $6,711-74.7% |
| Admin fee / account holder | $1,076 | $3,272-67.1% | $2,520-57.3% | $11,407-90.6% |