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 | $38,328 | $100,911-62.0% | $90,440-57.6% | $158,966-75.9% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.7%-3.9pp | 82.0%-13.2pp |
| Annual return | 5.21% | 1726.62%-1721.4pp | 1294.38%-1289.2pp | 302.95%-297.7pp |
| Employer contribution / active EE | $1,302 | $3,690-64.7% | $3,263-60.1% | $4,762-72.7% |
| Participant deferral / active EE | $2,811 | $4,348-35.4% | $3,964-29.1% | $5,983-53.0% |
| Admin fee / account holder | $17,692 | $6,507+171.9% | $5,615+215.1% | $11,250+57.3% |