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 | $59,132 | $56,116+5.4% | $135,768-56.4% | $86,983-32.0% |
| Participation rate | 16.3% | 60.1%-43.9pp | 71.1%-54.8pp | 69.5%-53.3pp |
| Annual return | 10.88% | 125.33%-114.4pp | 526.10%-515.2pp | 25.83%-14.9pp |
| Employer contribution / active EE | $198 | $1,528-87.0% | $3,394-94.2% | $2,584-92.3% |
| Participant deferral / active EE | $833 | $2,690-69.0% | $3,977-79.1% | $4,194-80.1% |
| Admin fee / account holder | $40,275 | $4,314+833.6% | $7,048+471.4% | $7,856+412.7% |