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 | $53,462 | $58,275-8.3% | $81,844-34.7% | $80,935-33.9% |
| Participation rate | 58.8% | 63.5%-4.6pp | 72.4%-13.6pp | 67.7%-8.8pp |
| Annual return | 9.00% | 41.82%-32.8pp | 778.87%-769.9pp | 35.66%-26.7pp |
| Employer contribution / active EE | $438 | $2,346-81.3% | $2,916-85.0% | $2,757-84.1% |
| Participant deferral / active EE | $1,442 | $3,285-56.1% | $4,323-66.7% | $4,299-66.5% |
| Admin fee / account holder | $20,182 | $4,749+325.0% | $7,355+174.4% | $6,924+191.5% |