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 | $26,948 | $98,240-72.6% | $82,312-67.3% | $147,586-81.7% |
| Participation rate | 59.1% | 79.7%-20.6pp | 76.9%-17.8pp | 82.8%-23.7pp |
| Annual return | 7.76% | 30.85%-23.1pp | 25.88%-18.1pp | 578.59%-570.8pp |
| Employer contribution / active EE | $803 | $3,192-74.8% | $2,428-66.9% | $4,876-83.5% |
| Participant deferral / active EE | $1,346 | $4,383-69.3% | $3,706-63.7% | $5,439-75.3% |
| Admin fee / account holder | $12,819 | $8,563+49.7% | $5,608+128.6% | $10,886+17.8% |