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 | $5,687 | $72,071-92.1% | $68,368-91.7% | $137,256-95.9% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.0%-60.0pp |
| Annual return | 10.74% | 353.14%-342.4pp | 292.57%-281.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,200 | $2,788-57.0% | $2,649-54.7% | $4,156-71.1% |
| Participant deferral / active EE | $1,680 | $4,410-61.9% | $4,123-59.2% | $6,407-73.8% |
| Admin fee / account holder | $26,111 | $5,336+389.4% | $5,150+407.0% | $12,270+112.8% |