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 | $68,372 | $57,330+19.3% | $86,656-21.1% | $75,177-9.1% |
| Participation rate | 65.4% | 63.2%+2.2pp | 71.7%-6.3pp | 67.2%-1.8pp |
| Annual return | 10.51% | 2675.40%-2664.9pp | 593.09%-582.6pp | 160.75%-150.2pp |
| Employer contribution / active EE | $394 | $2,316-83.0% | $3,025-87.0% | $2,671-85.2% |
| Participant deferral / active EE | $1,001 | $3,320-69.9% | $4,439-77.5% | $4,126-75.8% |
| Admin fee / account holder | $46,847 | $4,115+1038.5% | $5,619+733.8% | $5,651+729.0% |