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 | $43,587 | $88,815-50.9% | $81,882-46.8% | $145,897-70.1% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 8.45% | 1033.75%-1025.3pp | 779.47%-771.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $439 | $3,086-85.8% | $2,916-85.0% | $4,663-90.6% |
| Participant deferral / active EE | $1,342 | $4,647-71.1% | $4,323-69.0% | $6,689-79.9% |
| Admin fee / account holder | $7,224 | $8,434-14.3% | $7,360-1.8% | $13,390-46.0% |