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 | $50,697 | $61,787-17.9% | $97,197-47.8% | $80,925-37.4% |
| Participation rate | 58.1% | 63.5%-5.4pp | 72.7%-14.6pp | 67.7%-9.6pp |
| Annual return | 7.07% | -558.16%+565.2pp | 75.47%-68.4pp | 35.65%-28.6pp |
| Employer contribution / active EE | $1,014 | $1,836-44.8% | $2,723-62.8% | $2,756-63.2% |
| Participant deferral / active EE | $1,900 | $3,027-37.3% | $4,263-55.4% | $4,299-55.8% |
| Admin fee / account holder | $37,589 | $5,170+627.1% | $5,637+566.8% | $6,940+441.6% |