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 | $29,775 | $106,008-71.9% | $92,240-67.7% | $147,586-79.8% |
| Participation rate | 45.0% | 80.4%-35.4pp | 76.5%-31.5pp | 82.8%-37.8pp |
| Annual return | 8.24% | 50.05%-41.8pp | 176.29%-168.1pp | 578.59%-570.4pp |
| Employer contribution / active EE | $879 | $4,333-79.7% | $3,680-76.1% | $4,876-82.0% |
| Participant deferral / active EE | $1,917 | $4,478-57.2% | $3,897-50.8% | $5,439-64.8% |
| Admin fee / account holder | $29,099 | $6,333+359.5% | $5,194+460.2% | $10,886+167.3% |