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 | $64,454 | $49,199+31.0% | $121,210-46.8% | $75,177-14.3% |
| Participation rate | 49.1% | 55.4%-6.4pp | 69.5%-20.5pp | 67.2%-18.1pp |
| Annual return | 7.82% | 56.04%-48.2pp | 987.41%-979.6pp | 160.75%-152.9pp |
| Employer contribution / active EE | $1,682 | $1,547+8.7% | $4,171-59.7% | $2,671-37.0% |
| Participant deferral / active EE | $2,032 | $2,630-22.7% | $4,084-50.2% | $4,126-50.7% |
| Admin fee / account holder | $37,084 | $3,946+839.8% | $5,647+556.7% | $5,651+556.2% |