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 | $40,953 | $49,199-16.8% | $121,210-66.2% | $75,177-45.5% |
| Participation rate | 67.2% | 55.4%+11.8pp | 69.5%-2.3pp | 67.2%0pp |
| Annual return | 12.53% | 56.04%-43.5pp | 987.41%-974.9pp | 160.75%-148.2pp |
| Employer contribution / active EE | $750 | $1,547-51.6% | $4,171-82.0% | $2,671-71.9% |
| Participant deferral / active EE | $2,313 | $2,630-12.0% | $4,084-43.4% | $4,126-43.9% |
| Admin fee / account holder | $15,054 | $3,946+281.5% | $5,647+166.6% | $5,651+166.4% |