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 | $56,018 | $58,234-3.8% | $81,783-31.5% | $80,874-30.7% |
| Participation rate | 24.0% | 63.4%-39.4pp | 72.4%-48.4pp | 67.6%-43.6pp |
| Annual return | 9.88% | 41.70%-31.8pp | 775.05%-765.2pp | 35.62%-25.7pp |
| Employer contribution / active EE | $541 | $2,341-76.9% | $2,913-81.4% | $2,756-80.4% |
| Participant deferral / active EE | $2,057 | $3,283-37.3% | $4,320-52.4% | $4,297-52.1% |
| Admin fee / account holder | $6,264 | $4,982+25.7% | $7,380-15.1% | $6,935-9.7% |