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 | $47,071 | $52,507-10.4% | $129,406-63.6% | $74,478-36.8% |
| Participation rate | 37.4% | 53.9%-16.5pp | 69.6%-32.3pp | 67.2%-29.8pp |
| Annual return | 10.79% | 15.64%-4.8pp | 9468.18%-9457.4pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $691 | $1,534-54.9% | $4,155-83.4% | $2,626-73.7% |
| Participant deferral / active EE | $1,674 | $2,801-40.2% | $4,167-59.8% | $4,350-61.5% |
| Admin fee / account holder | $7,312 | $2,639+177.1% | $7,689-4.9% | $1,946+275.8% |