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 | $65,076 | $45,566+42.8% | $64,105+1.5% | $59,633+9.1% |
| Participation rate | 39.4% | 60.2%-20.8pp | 68.2%-28.8pp | 68.7%-29.3pp |
| Annual return | -3.78% | 4.95%-8.7pp | 791.24%-795.0pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $1,170 | $934+25.2% | $1,820-35.7% | $2,203-46.9% |
| Participant deferral / active EE | $1,770 | $2,057-14.0% | $2,822-37.3% | $3,192-44.6% |
| Admin fee / account holder | $9,402 | $3,268+187.8% | $4,499+109.0% | $4,297+118.8% |