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 | $28,568 | $30,437-6.1% | $56,033-49.0% | $74,459-61.6% |
| Participation rate | 45.1% | 32.9%+12.2pp | 52.5%-7.4pp | 67.2%-22.1pp |
| Annual return | 10.54% | 24.96%-14.4pp | 1711.38%-1700.8pp | 1369.70%-1359.2pp |
| Employer contribution / active EE | $682 | $610+11.8% | $1,041-34.5% | $2,626-74.0% |
| Participant deferral / active EE | $1,390 | $1,176+18.3% | $1,954-28.8% | $4,350-68.0% |
| Admin fee / account holder | $402 | $2,363-83.0% | $2,827-85.8% | $1,945-79.3% |