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 | $39,314 | $51,649-23.9% | $124,206-68.3% | $64,097-38.7% |
| Participation rate | 27.4% | 45.2%-17.8pp | 69.6%-42.2pp | 55.2%-27.8pp |
| Annual return | 12.45% | 19.98%-7.5pp | 515.27%-502.8pp | 34.64%-22.2pp |
| Employer contribution / active EE | $541 | $1,057-48.8% | $3,540-84.7% | $1,891-71.4% |
| Participant deferral / active EE | $1,176 | $2,165-45.6% | $3,968-70.3% | $3,080-61.8% |
| Admin fee / account holder | $3,809 | $4,237-10.1% | $5,929-35.7% | $3,454+10.3% |