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 | $53,025 | $56,134-5.5% | $96,171-44.9% | $85,847-38.2% |
| Participation rate | 22.7% | 56.7%-34.0pp | 68.4%-45.7pp | 69.3%-46.6pp |
| Annual return | 7.97% | 42.30%-34.3pp | 192.04%-184.1pp | 318.61%-310.6pp |
| Employer contribution / active EE | $508 | $1,620-68.7% | $2,799-81.9% | $2,565-80.2% |
| Participant deferral / active EE | $1,062 | $2,858-62.8% | $4,350-75.6% | $3,952-73.1% |
| Admin fee / account holder | $3,335 | $3,769-11.5% | $5,538-39.8% | $6,261-46.7% |