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 | $52,660 | $45,566+15.6% | $64,105-17.9% | $59,632-11.7% |
| Participation rate | 27.4% | 60.2%-32.8pp | 68.2%-40.8pp | 68.7%-41.3pp |
| Annual return | -3.75% | 4.95%-8.7pp | 791.24%-795.0pp | 2041.32%-2045.1pp |
| Employer contribution / active EE | $261 | $934-72.0% | $1,820-85.6% | $2,203-88.1% |
| Participant deferral / active EE | $1,249 | $2,057-39.3% | $2,822-55.7% | $3,192-60.9% |
| Admin fee / account holder | $2,681 | $3,268-17.9% | $4,499-40.4% | $4,297-37.6% |