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 | $50,317 | $55,437-9.2% | $155,534-67.6% | $74,459-32.4% |
| Participation rate | 41.4% | 61.9%-20.5pp | 78.2%-36.8pp | 67.2%-25.8pp |
| Annual return | 11.06% | 269.58%-258.5pp | 64.92%-53.9pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $751 | $2,266-66.8% | $4,675-83.9% | $2,626-71.4% |
| Participant deferral / active EE | $938 | $2,837-67.0% | $5,630-83.3% | $4,350-78.4% |
| Admin fee / account holder | $21,532 | $1,742+1135.8% | $15,900+35.4% | $1,945+1007.2% |