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 | $51,264 | $117,859-56.5% | $102,438-50.0% | $145,959-64.9% |
| Participation rate | 20.0% | 78.6%-58.6pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 7.07% | 31.72%-24.7pp | 29.37%-22.3pp | 561.95%-554.9pp |
| Employer contribution / active EE | $981 | $3,615-72.9% | $3,024-67.5% | $4,661-78.9% |
| Participant deferral / active EE | $6,408 | $5,732+11.8% | $5,054+26.8% | $6,689-4.2% |
| Admin fee / account holder | $69,883 | $13,318+424.7% | $9,448+639.7% | $13,398+421.6% |