Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $74,282 | $29,716+150.0% | $56,077+32.5% | $80,925-8.2% |
| Participation rate | 6.8% | 41.7%-34.9pp | 52.5%-45.7pp | 67.7%-60.8pp |
| Annual return | 7.98% | 35.30%-27.3pp | 1709.28%-1701.3pp | 35.65%-27.7pp |
| Employer contribution / active EE | $112 | $671-83.3% | $1,040-89.3% | $2,756-95.9% |
| Participant deferral / active EE | $1,250 | $1,228+1.8% | $1,954-36.0% | $4,299-70.9% |
| Admin fee / account holder | $1,704 | $2,432-29.9% | $2,825-39.7% | $6,940-75.4% |