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 | $74,467 | $100,060-25.6% | $149,721-50.3% | $70,126+6.2% |
| Participation rate | 54.7% | 83.6%-28.9pp | 87.1%-32.4pp | 69.5%-14.9pp |
| Annual return | 10.04% | 27.46%-17.4pp | 1501.67%-1491.6pp | 73.15%-63.1pp |
| Employer contribution / active EE | $1,172 | $3,661-68.0% | $5,444-78.5% | $2,343-50.0% |
| Participant deferral / active EE | $5,748 | $4,982+15.4% | $6,568-12.5% | $3,332+72.5% |
| Admin fee / account holder | $1,325 | $8,285-84.0% | $11,282-88.3% | $4,645-71.5% |