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 | $49,669 | $88,702-44.0% | $81,780-39.3% | $145,978-66.0% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 6.91% | 1029.12%-1022.2pp | 776.27%-769.4pp | 550.52%-543.6pp |
| Employer contribution / active EE | $1,109 | $3,084-64.0% | $2,914-61.9% | $4,662-76.2% |
| Participant deferral / active EE | $1,182 | $4,645-74.6% | $4,321-72.6% | $6,690-82.3% |
| Admin fee / account holder | $25,168 | $8,414+199.1% | $7,384+240.8% | $13,400+87.8% |