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 | $37,020 | $85,171-56.5% | $172,752-78.6% | $72,975-49.3% |
| Participation rate | 56.0% | 70.1%-14.1pp | 82.6%-26.6pp | 69.5%-13.5pp |
| Annual return | 15.87% | 27.32%-11.4pp | 802.97%-787.1pp | 81.01%-65.1pp |
| Employer contribution / active EE | $1,525 | $3,324-54.1% | $5,144-70.3% | $2,440-37.5% |
| Participant deferral / active EE | $2,349 | $3,260-27.9% | $5,198-54.8% | $3,608-34.9% |
| Admin fee / account holder | $9,155 | $5,880+55.7% | $13,955-34.4% | $5,124+78.7% |