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 | $11,144 | $88,754-87.4% | $81,820-86.4% | $145,877-92.4% |
| Participation rate | 52.6% | 75.1%-22.4pp | 72.4%-19.8pp | 80.3%-27.7pp |
| Annual return | 8.50% | 1031.77%-1023.3pp | 777.93%-769.4pp | 551.28%-542.8pp |
| Employer contribution / active EE | $947 | $3,085-69.3% | $2,915-67.5% | $4,663-79.7% |
| Participant deferral / active EE | $1,015 | $4,648-78.2% | $4,323-76.5% | $6,691-84.8% |
| Admin fee / account holder | $21,702 | $8,424+157.6% | $7,391+193.6% | $13,402+61.9% |