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 | $41,382 | $88,778-53.4% | $81,844-49.4% | $145,884-71.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.93% | 1033.03%-1024.1pp | 778.87%-769.9pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,306 | $3,087-57.7% | $2,916-55.2% | $4,662-72.0% |
| Participant deferral / active EE | $1,298 | $4,648-72.1% | $4,323-70.0% | $6,690-80.6% |
| Admin fee / account holder | $8,970 | $8,430+6.4% | $7,355+21.9% | $13,392-33.0% |