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 | $44,857 | $68,097-34.1% | $62,929-28.7% | $137,256-67.3% |
| Participation rate | 55.6% | 77.4%-21.9pp | 73.1%-17.6pp | 80.0%-24.4pp |
| Annual return | 8.22% | 1859.11%-1850.9pp | 1063.93%-1055.7pp | 220.34%-212.1pp |
| Employer contribution / active EE | $732 | $2,811-74.0% | $2,505-70.8% | $4,156-82.4% |
| Participant deferral / active EE | $2,557 | $4,553-43.8% | $3,888-34.2% | $6,407-60.1% |
| Admin fee / account holder | $15,340 | $6,521+135.2% | $5,065+202.9% | $12,270+25.0% |