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 | $34,062 | $34,316-0.7% | $74,723-54.4% | $72,976-53.3% |
| Participation rate | 49.4% | 42.4%+7.0pp | 54.5%-5.1pp | 69.5%-20.1pp |
| Annual return | 15.86% | 26.58%-10.7pp | 753.18%-737.3pp | 81.02%-65.2pp |
| Employer contribution / active EE | $627 | $692-9.4% | $1,084-42.2% | $2,440-74.3% |
| Participant deferral / active EE | $1,619 | $1,272+27.3% | $1,962-17.5% | $3,608-55.1% |
| Admin fee / account holder | $12,895 | $2,125+506.9% | $3,335+286.7% | $5,124+151.7% |