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 | $73,057 | $29,569+147.1% | $56,077+30.3% | $77,714-6.0% |
| Participation rate | 19.9% | 32.6%-12.7pp | 52.5%-32.6pp | 70.6%-50.7pp |
| Annual return | 10.79% | 18.90%-8.1pp | 1709.28%-1698.5pp | 31.26%-20.5pp |
| Employer contribution / active EE | $486 | $569-14.5% | $1,040-53.3% | $2,727-82.2% |
| Participant deferral / active EE | $871 | $1,061-17.9% | $1,954-55.4% | $4,649-81.3% |
| Admin fee / account holder | $2,723 | $1,042+161.2% | $2,825-3.6% | $433+528.4% |