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 | $39,532 | $51,642-23.5% | $129,384-69.4% | $80,935-51.2% |
| Participation rate | 28.9% | 56.9%-28.0pp | 69.6%-40.7pp | 67.7%-38.8pp |
| Annual return | 10.49% | 20.78%-10.3pp | 9461.77%-9451.3pp | 35.66%-25.2pp |
| Employer contribution / active EE | $603 | $1,583-61.9% | $4,153-85.5% | $2,757-78.1% |
| Participant deferral / active EE | $948 | $2,670-64.5% | $4,166-77.2% | $4,299-77.9% |
| Admin fee / account holder | $9,767 | $4,312+126.5% | $7,686+27.1% | $6,924+41.1% |