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 | $128,167 | $45,343+182.7% | $150,298-14.7% | $67,986+88.5% |
| Participation rate | 13.7% | 51.9%-38.2pp | 77.8%-64.1pp | 57.2%-43.5pp |
| Annual return | 10.66% | 33.28%-22.6pp | 62.79%-52.1pp | 31.67%-21.0pp |
| Employer contribution / active EE | $233 | $1,462-84.0% | $4,154-94.4% | $2,019-88.4% |
| Participant deferral / active EE | $1,444 | $2,055-29.7% | $5,453-73.5% | $3,358-57.0% |
| Admin fee / account holder | $35,257 | $2,250+1467.1% | $14,116+149.8% | $3,203+1000.7% |