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 | $62,162 | $29,716+109.2% | $56,077+10.9% | $80,925-23.2% |
| Participation rate | 31.1% | 41.7%-10.6pp | 52.5%-21.4pp | 67.7%-36.5pp |
| Annual return | 10.17% | 35.30%-25.1pp | 1709.28%-1699.1pp | 35.65%-25.5pp |
| Employer contribution / active EE | $513 | $671-23.6% | $1,040-50.7% | $2,756-81.4% |
| Participant deferral / active EE | $1,049 | $1,228-14.6% | $1,954-46.3% | $4,299-75.6% |
| Admin fee / account holder | $8,593 | $2,432+253.3% | $2,825+204.2% | $6,940+23.8% |