Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,610 | $49,199-39.8% | $121,210-75.6% | $75,177-60.6% |
| Participation rate | 51.5% | 55.4%-3.9pp | 69.5%-18.0pp | 67.2%-15.7pp |
| Annual return | 12.60% | 56.04%-43.4pp | 987.41%-974.8pp | 160.75%-148.2pp |
| Employer contribution / active EE | $885 | $1,547-42.8% | $4,171-78.8% | $2,671-66.9% |
| Participant deferral / active EE | $1,444 | $2,630-45.1% | $4,084-64.6% | $4,126-65.0% |
| Admin fee / account holder | $1,951 | $3,946-50.6% | $5,647-65.5% | $5,651-65.5% |