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 | $49,184 | $88,702-44.6% | $81,780-39.9% | $145,978-66.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 6.74% | 1029.12%-1022.4pp | 776.27%-769.5pp | 550.52%-543.8pp |
| Employer contribution / active EE | $2,533 | $3,084-17.9% | $2,914-13.1% | $4,662-45.7% |
| Participant deferral / active EE | $3,060 | $4,645-34.1% | $4,321-29.2% | $6,690-54.3% |
| Admin fee / account holder | $10,191 | $8,414+21.1% | $7,384+38.0% | $13,400-24.0% |