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 | $52,493 | $39,019+34.5% | $80,727-35.0% | $85,854-38.9% |
| Participation rate | 37.5% | 41.5%-4.0pp | 54.2%-16.7pp | 69.3%-31.8pp |
| Annual return | 10.32% | 26.27%-15.9pp | 87.28%-77.0pp | 318.56%-308.2pp |
| Employer contribution / active EE | $262 | $722-63.7% | $1,160-77.4% | $2,565-89.8% |
| Participant deferral / active EE | $1,634 | $1,326+23.2% | $2,146-23.9% | $3,952-58.7% |
| Admin fee / account holder | $3,805 | $2,431+56.5% | $3,380+12.6% | $6,260-39.2% |