Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $45,910 | $88,778-48.3% | $81,844-43.9% | $145,884-68.5% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 9.00% | 1033.03%-1024.0pp | 778.87%-769.9pp | 551.85%-542.9pp |
| Employer contribution / active EE | $494 | $3,087-84.0% | $2,916-83.1% | $4,662-89.4% |
| Participant deferral / active EE | $3,708 | $4,648-20.2% | $4,323-14.2% | $6,690-44.6% |
| Admin fee / account holder | $2,449 | $8,430-71.0% | $7,355-66.7% | $13,392-81.7% |