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 | $43,192 | $47,479-9.0% | $62,929-31.4% | $82,448-47.6% |
| Participation rate | 68.8% | 66.9%+1.9pp | 73.1%-4.4pp | 68.1%+0.7pp |
| Annual return | 8.96% | 20.34%-11.4pp | 1063.93%-1055.0pp | 41.64%-32.7pp |
| Employer contribution / active EE | $1,965 | $1,885+4.2% | $2,505-21.6% | $2,551-23.0% |
| Participant deferral / active EE | $4,295 | $2,870+49.6% | $3,888+10.5% | $4,139+3.8% |
| Admin fee / account holder | $1,011 | $3,804-73.4% | $5,065-80.0% | $7,234-86.0% |