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 | $56,782 | $27,943+103.2% | $58,507-2.9% | $75,177-24.5% |
| Participation rate | 35.1% | 38.8%-3.8pp | 50.9%-15.8pp | 67.2%-32.1pp |
| Annual return | 4.46% | 44.22%-39.8pp | 4252.32%-4247.9pp | 160.75%-156.3pp |
| Employer contribution / active EE | $257 | $670-61.6% | $1,053-75.6% | $2,671-90.4% |
| Participant deferral / active EE | $1,246 | $1,202+3.7% | $1,922-35.2% | $4,126-69.8% |
| Admin fee / account holder | $8,614 | $1,727+398.7% | $2,486+246.5% | $5,651+52.4% |