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 | $25,274 | $114,119-77.9% | $107,187-76.4% | $138,895-81.8% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.0%-11.4pp | 79.9%-16.3pp |
| Annual return | 6.77% | 273.21%-266.4pp | 204.55%-197.8pp | 145.39%-138.6pp |
| Employer contribution / active EE | $1,879 | $4,059-53.7% | $3,782-50.3% | $4,194-55.2% |
| Participant deferral / active EE | $3,654 | $5,538-34.0% | $5,096-28.3% | $6,396-42.9% |
| Admin fee / account holder | $32,774 | $10,024+227.0% | $9,162+257.7% | $12,562+160.9% |