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 | $50,279 | $55,423-9.3% | $155,602-67.7% | $74,400-32.4% |
| Participation rate | 31.5% | 61.9%-30.4pp | 78.2%-46.8pp | 67.2%-35.8pp |
| Annual return | 10.77% | 269.07%-258.3pp | 64.81%-54.0pp | 1367.51%-1356.7pp |
| Employer contribution / active EE | $712 | $2,266-68.6% | $4,675-84.8% | $2,624-72.9% |
| Participant deferral / active EE | $1,274 | $2,835-55.1% | $5,629-77.4% | $4,348-70.7% |
| Admin fee / account holder | $1,448 | $1,744-17.0% | $15,923-90.9% | $1,944-25.5% |