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 | $29,449 | $100,895-70.8% | $90,430-67.4% | $158,950-81.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 4.30% | 1725.54%-1721.2pp | 1293.73%-1289.4pp | 302.91%-298.6pp |
| Employer contribution / active EE | $1,436 | $3,689-61.1% | $3,262-56.0% | $4,762-69.8% |
| Participant deferral / active EE | $3,855 | $4,347-11.3% | $3,963-2.7% | $5,983-35.6% |
| Admin fee / account holder | $71,456 | $6,505+998.4% | $5,613+1172.9% | $11,248+535.3% |