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 | $43,500 | $27,924+55.8% | $58,544-25.7% | $75,181-42.1% |
| Participation rate | 17.8% | 38.8%-21.1pp | 50.9%-33.1pp | 67.2%-49.4pp |
| Annual return | 12.64% | 44.20%-31.6pp | 4249.56%-4236.9pp | 160.69%-148.0pp |
| Employer contribution / active EE | $134 | $669-80.0% | $1,053-87.3% | $2,671-95.0% |
| Participant deferral / active EE | $285 | $1,202-76.3% | $1,923-85.2% | $4,126-93.1% |
| Admin fee / account holder | $5,193 | $1,726+200.8% | $2,520+106.1% | $5,650-8.1% |