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 | $36,910 | $90,691-59.3% | $76,119-51.5% | $145,884-74.7% |
| Participation rate | 39.1% | 74.5%-35.3pp | 69.1%-29.9pp | 80.3%-41.2pp |
| Annual return | 8.28% | 624.52%-616.2pp | 361.25%-353.0pp | 551.85%-543.6pp |
| Employer contribution / active EE | $820 | $3,329-75.4% | $2,693-69.6% | $4,662-82.4% |
| Participant deferral / active EE | $2,779 | $5,167-46.2% | $4,259-34.8% | $6,690-58.5% |
| Admin fee / account holder | $16,693 | $8,383+99.1% | $6,421+160.0% | $13,392+24.6% |