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 | $46,457 | $47,479-2.2% | $62,929-26.2% | $82,448-43.7% |
| Participation rate | 68.6% | 66.9%+1.7pp | 73.1%-4.5pp | 68.1%+0.5pp |
| Annual return | 9.89% | 20.34%-10.5pp | 1063.93%-1054.0pp | 41.64%-31.8pp |
| Employer contribution / active EE | $391 | $1,885-79.3% | $2,505-84.4% | $2,551-84.7% |
| Participant deferral / active EE | $4,764 | $2,870+66.0% | $3,888+22.5% | $4,139+15.1% |
| Admin fee / account holder | $19,746 | $3,804+419.1% | $5,065+289.9% | $7,234+173.0% |