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 | $57,746 | $48,570+18.9% | $130,660-55.8% | $72,983-20.9% |
| Participation rate | 22.7% | 58.6%-35.8pp | 71.7%-49.0pp | 69.5%-46.8pp |
| Annual return | 2.30% | 38.63%-36.3pp | 1709.29%-1707.0pp | 81.01%-78.7pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,107 | $2,384-53.6% | $3,603-69.3% | $3,608-69.3% |
| Admin fee / account holder | $5,076 | $3,549+43.0% | $5,463-7.1% | $5,124-0.9% |