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 | $89,385 | $29,670+201.3% | $56,054+59.5% | $80,911+10.5% |
| Participation rate | 23.4% | 41.7%-18.3pp | 52.5%-29.1pp | 67.6%-44.2pp |
| Annual return | 8.03% | 35.24%-27.2pp | 1705.95%-1697.9pp | 35.63%-27.6pp |
| Employer contribution / active EE | $728 | $670+8.7% | $1,039-29.9% | $2,756-73.6% |
| Participant deferral / active EE | $1,237 | $1,227+0.8% | $1,952-36.7% | $4,297-71.2% |
| Admin fee / account holder | $67,224 | $2,431+2665.5% | $2,822+2281.8% | $6,935+869.4% |