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 | $61,857 | $52,353+18.2% | $120,225-48.5% | $82,448-25.0% |
| Participation rate | 24.2% | 58.3%-34.1pp | 69.6%-45.4pp | 68.1%-43.9pp |
| Annual return | 8.98% | 61.85%-52.9pp | 439.23%-430.2pp | 41.64%-32.7pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,339 | $2,627-49.0% | $3,999-66.5% | $4,139-67.6% |
| Admin fee / account holder | $4,716 | $4,363+8.1% | $5,696-17.2% | $7,234-34.8% |