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 | $60,204 | $29,667+102.9% | $56,441+6.7% | $80,874-25.6% |
| Participation rate | 32.1% | 41.7%-9.5pp | 52.5%-20.4pp | 67.6%-35.5pp |
| Annual return | 7.83% | 35.22%-27.4pp | 1704.21%-1696.4pp | 35.62%-27.8pp |
| Employer contribution / active EE | $274 | $669-59.1% | $1,039-73.6% | $2,756-90.1% |
| Participant deferral / active EE | $451 | $1,227-63.2% | $1,953-76.9% | $4,297-89.5% |
| Admin fee / account holder | $584 | $2,429-76.0% | $2,829-79.4% | $6,935-91.6% |