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 | $30,100 | $60,261-50.0% | $81,783-63.2% | $74,546-59.6% |
| Participation rate | 54.9% | 62.9%-8.0pp | 72.4%-17.5pp | 67.2%-12.3pp |
| Annual return | 8.75% | 16.88%-8.1pp | 775.05%-766.3pp | 1366.03%-1357.3pp |
| Employer contribution / active EE | $520 | $2,622-80.2% | $2,913-82.2% | $2,624-80.2% |
| Participant deferral / active EE | $2,837 | $3,388-16.3% | $4,320-34.3% | $4,347-34.7% |
| Admin fee / account holder | $7,399 | $1,482+399.1% | $7,380+0.3% | $1,944+280.7% |