Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $87,550 | $29,507+196.7% | $56,025+56.3% | $77,762+12.6% |
| Participation rate | 16.2% | 32.7%-16.5pp | 52.5%-36.3pp | 70.6%-54.4pp |
| Annual return | 9.64% | 18.90%-9.3pp | 1712.69%-1703.0pp | 31.27%-21.6pp |
| Employer contribution / active EE | $164 | $570-71.3% | $1,042-84.3% | $2,728-94.0% |
| Participant deferral / active EE | $946 | $1,062-10.8% | $1,955-51.6% | $4,651-79.6% |
| Admin fee / account holder | $1,203 | $1,041+15.6% | $2,828-57.5% | $433+177.8% |