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 | $51,277 | $24,891+106.0% | $69,611-26.3% | $74,429-31.1% |
| Participation rate | 45.3% | 63.4%-18.2pp | 66.4%-21.2pp | 67.2%-22.0pp |
| Annual return | 10.49% | 18.53%-8.0pp | 101.14%-90.6pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $1,040 | $1,005+3.5% | $1,709-39.1% | $2,625-60.4% |
| Participant deferral / active EE | $1,726 | $1,908-9.6% | $2,891-40.3% | $4,348-60.3% |
| Admin fee / account holder | $6,058 | $1,904+218.1% | $4,696+29.0% | $1,944+211.6% |