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 | $90,229 | $29,319+207.7% | $52,425+72.1% | $82,448+9.4% |
| Participation rate | 35.8% | 46.9%-11.0pp | 55.6%-19.8pp | 68.1%-32.2pp |
| Annual return | 12.91% | 535.20%-522.3pp | 302.12%-289.2pp | 41.64%-28.7pp |
| Employer contribution / active EE | $134 | $586-77.2% | $914-85.4% | $2,551-94.8% |
| Participant deferral / active EE | $2,572 | $1,171+119.6% | $1,790+43.7% | $4,139-37.9% |
| Admin fee / account holder | $4,713 | $1,962+140.2% | $2,495+88.9% | $7,234-34.9% |