Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $49,481 | $41,150+20.2% | $80,627-38.6% | $71,511-30.8% |
| Participation rate | 9.0% | 50.3%-41.3pp | 67.0%-58.0pp | 67.9%-58.9pp |
| Annual return | 14.50% | 38.48%-24.0pp | 936.76%-922.3pp | 28.86%-14.4pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,055 | $2,701-61.0% | $4,443-76.3% | $4,291-75.4% |
| Admin fee / account holder | $3,116 | $1,841+69.3% | $5,381-42.1% | $1,588+96.2% |