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 | $33,926 | $58,275-41.8% | $81,844-58.5% | $80,935-58.1% |
| Participation rate | 44.7% | 63.5%-18.8pp | 72.4%-27.7pp | 67.7%-23.0pp |
| Annual return | 9.16% | 41.82%-32.7pp | 778.87%-769.7pp | 35.66%-26.5pp |
| Employer contribution / active EE | $295 | $2,346-87.4% | $2,916-89.9% | $2,757-89.3% |
| Participant deferral / active EE | $1,806 | $3,285-45.0% | $4,323-58.2% | $4,299-58.0% |
| Admin fee / account holder | $1,005 | $4,749-78.8% | $7,355-86.3% | $6,924-85.5% |