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 | $36,105 | $49,199-26.6% | $121,204-70.2% | $75,173-52.0% |
| Participation rate | 35.9% | 55.4%-19.6pp | 69.5%-33.7pp | 67.2%-31.3pp |
| Annual return | 9.90% | 56.04%-46.1pp | 987.18%-977.3pp | 160.72%-150.8pp |
| Employer contribution / active EE | $589 | $1,547-61.9% | $4,170-85.9% | $2,671-77.9% |
| Participant deferral / active EE | $1,321 | $2,630-49.8% | $4,083-67.6% | $4,126-68.0% |
| Admin fee / account holder | $1,810 | $3,946-54.1% | $5,651-68.0% | $5,651-68.0% |