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 | $48,105 | $53,063-9.3% | $124,206-61.3% | $82,637-41.8% |
| Participation rate | 54.3% | 58.4%-4.1pp | 69.6%-15.3pp | 68.1%-13.8pp |
| Annual return | 10.82% | 68.87%-58.1pp | 515.27%-504.5pp | 53.51%-42.7pp |
| Employer contribution / active EE | $937 | $1,530-38.7% | $3,540-73.5% | $2,552-63.3% |
| Participant deferral / active EE | $1,601 | $2,644-39.4% | $3,968-59.6% | $4,126-61.2% |
| Admin fee / account holder | $9,409 | $4,281+119.8% | $5,929+58.7% | $7,339+28.2% |