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 | $30,324 | $111,785-72.9% | $93,669-67.6% | $145,877-79.2% |
| Participation rate | 56.3% | 74.2%-18.0pp | 68.7%-12.5pp | 80.3%-24.1pp |
| Annual return | 4.01% | 203.79%-199.8pp | 133.59%-129.6pp | 551.28%-547.3pp |
| Employer contribution / active EE | $966 | $3,096-68.8% | $2,424-60.1% | $4,663-79.3% |
| Participant deferral / active EE | $2,518 | $4,919-48.8% | $4,416-43.0% | $6,691-62.4% |
| Admin fee / account holder | $8,254 | $10,256-19.5% | $8,291-0.5% | $13,402-38.4% |