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 | $39,446 | $45,123-12.6% | $85,240-53.7% | $74,478-47.0% |
| Participation rate | 58.5% | 49.4%+9.2pp | 67.5%-9.0pp | 67.2%-8.7pp |
| Annual return | 9.91% | 26.32%-16.4pp | 66.75%-56.8pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $513 | $1,459-64.8% | $2,735-81.3% | $2,626-80.5% |
| Participant deferral / active EE | $2,280 | $2,736-16.7% | $4,527-49.6% | $4,350-47.6% |
| Admin fee / account holder | $5,209 | $2,215+135.2% | $6,165-15.5% | $1,946+167.7% |