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 | $57,922 | $57,330+1.0% | $86,656-33.2% | $75,177-23.0% |
| Participation rate | 33.7% | 63.2%-29.5pp | 71.7%-38.0pp | 67.2%-33.5pp |
| Annual return | 12.55% | 2675.40%-2662.9pp | 593.09%-580.5pp | 160.75%-148.2pp |
| Employer contribution / active EE | $1,108 | $2,316-52.2% | $3,025-63.4% | $2,671-58.5% |
| Participant deferral / active EE | $2,298 | $3,320-30.8% | $4,439-48.2% | $4,126-44.3% |
| Admin fee / account holder | $36,040 | $4,115+775.9% | $5,619+541.4% | $5,651+537.7% |