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 | $40,105 | $99,011-59.5% | $86,582-53.7% | $147,586-72.8% |
| Participation rate | 25.0% | 76.3%-51.3pp | 73.5%-48.5pp | 82.8%-57.8pp |
| Annual return | 6.65% | 1312.75%-1306.1pp | 965.08%-958.4pp | 578.59%-571.9pp |
| Employer contribution / active EE | $1,080 | $3,132-65.5% | $2,839-62.0% | $4,876-77.9% |
| Participant deferral / active EE | $2,762 | $3,972-30.5% | $3,609-23.5% | $5,439-49.2% |
| Admin fee / account holder | $1,777 | $5,709-68.9% | $4,904-63.8% | $10,886-83.7% |